+89,815.2%
ROST vs RMD
+38,753.6%
+51,061.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.3% | -2.6% | -2.4% |
| 7D | +0.3% | +2.1% | -1.8% | -0.1% |
| 30D | +0.5% | +2.1% | -1.6% | +0.1% |
| 3M | -5.2% | +6.2% | -11.5% | -6.4% |
| 6M | +9.8% | +19.4% | -9.6% | +5.9% |
| YTD | +29.4% | +0.5% | +28.9% | +28.5% |
| 1Y | +44.4% | -3.9% | +48.3% | +44.5% |
| 3Y | +95.0% | +72.5% | +22.5% | +73.4% |
| 5Y | +111.9% | -1.5% | +113.4% | +105.8% |
| 10Y | +301.2% | +345.8% | -44.5% | +198.3% |
| All | +89,815.2% | +38,753.6% | +51,061.6% | +40,825.4% |
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 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