-4.7%
ROL vs RMD
-21.0%
+16.3%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.2% | +0.7% | -1.8% |
| 7D | -3.4% | -4.5% | +1.0% | -2.4% |
| 30D | -6.9% | +4.6% | -11.5% | -8.0% |
| 3M | -24.6% | +14.8% | -39.4% | -27.4% |
| 6M | -39.5% | -12.1% | -27.5% | -38.1% |
| YTD | -41.1% | -7.5% | -33.6% | -40.4% |
| 1Y | -37.9% | -20.1% | -17.9% | -35.2% |
| 3Y | +0.8% | +53.9% | -53.1% | -12.4% |
| 5Y | -4.7% | -22.2% | +17.5% | +0.4% |
| All | -4.7% | -21.0% | +16.3% | +0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded RMD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling