+1,278.0%
AAPL vs RMD
+274.3%
+1,003.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +1.9% |
| 7D | +3.8% | -4.4% | +8.3% | +5.4% |
| 30D | +9.9% | -3.1% | +13.1% | +10.9% |
| 3M | +12.5% | +13.8% | -1.3% | +7.1% |
| 6M | +27.6% | -8.6% | +36.2% | +30.3% |
| YTD | +22.6% | -8.6% | +31.2% | +24.8% |
| 1Y | +45.0% | -19.7% | +64.7% | +54.0% |
| 3Y | +87.8% | +48.4% | +39.4% | +53.2% |
| 5Y | +128.7% | -22.7% | +151.4% | +135.8% |
| All | +1,278.0% | +274.3% | +1,003.7% | +787.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling