+52.7%
ROST vs RMD
-1.9%
+54.6%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +5.9% | +0.2% | +4.9% |
| 7D | +7.8% | -3.9% | +11.7% | +8.3% |
| 30D | +8.6% | +7.9% | +0.6% | +6.9% |
| 3M | -1.9% | +8.1% | -10.0% | -3.5% |
| 6M | +9.1% | +15.5% | -6.4% | +5.6% |
| YTD | +37.2% | +0.7% | +36.6% | +35.8% |
| 1Y | +52.7% | -1.4% | +54.1% | +52.1% |
| All | +52.7% | -1.9% | +54.6% | +52.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling