+7,106.1%
SYK vs RMD
+35,419.0%
-28,312.9%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.8% | -1.9% |
| 7D | -12.3% | -4.2% | -8.1% | -11.6% |
| 30D | -22.4% | -2.1% | -20.4% | -22.1% |
| 3M | -12.3% | +13.8% | -26.1% | -14.5% |
| 6M | -24.3% | -10.6% | -13.7% | -22.7% |
| YTD | -22.8% | -8.1% | -14.7% | -21.6% |
| 1Y | -28.8% | -18.0% | -10.8% | -26.2% |
| 3Y | -4.0% | +52.9% | -56.8% | -12.8% |
| 5Y | +3.8% | -22.3% | +26.1% | +6.0% |
| 10Y | +172.8% | +274.8% | -102.0% | +112.2% |
| All | +7,106.1% | +35,419.0% | -28,312.9% | +3,601.3% |
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