+89,258.2%
ROST vs RMD
+36,837.6%
+52,420.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | -0.1% | -0.4% |
| 7D | +0.9% | -5.0% | +5.9% | +1.8% |
| 30D | -8.9% | +2.2% | -11.1% | -9.3% |
| 3M | -0.8% | +17.8% | -18.7% | -4.0% |
| 6M | +8.5% | -11.3% | +19.8% | +10.3% |
| YTD | +28.6% | -4.4% | +33.0% | +28.9% |
| 1Y | +52.3% | -15.7% | +68.1% | +56.1% |
| 3Y | +94.8% | +47.7% | +47.1% | +77.9% |
| 5Y | +110.8% | -19.2% | +130.0% | +111.9% |
| 10Y | +304.5% | +280.4% | +24.1% | +208.7% |
| All | +89,258.2% | +36,837.6% | +52,420.6% | +40,976.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling