+52.3%
ROST vs RMD
-20.3%
+72.6%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.1% |
| 7D | -2.5% | -4.2% | +1.7% | -1.7% |
| 30D | -10.3% | -2.1% | -8.2% | -10.0% |
| 3M | -2.6% | +13.8% | -16.4% | -6.2% |
| 6M | +6.5% | -10.6% | +17.2% | +10.1% |
| YTD | +25.9% | -8.1% | +34.0% | +27.5% |
| 1Y | +52.3% | -18.0% | +70.3% | +60.7% |
| All | +52.3% | -20.3% | +72.6% | +60.7% |
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