+44.5%
AAPL vs RMD
-20.3%
+64.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.2% | +3.7% | +3.6% |
| 7D | -0.5% | -4.2% | +3.7% | 0.0% |
| 30D | +7.1% | -2.1% | +9.2% | +7.2% |
| 3M | +12.1% | +13.8% | -1.7% | +9.7% |
| 6M | +25.4% | -10.6% | +36.0% | +28.3% |
| YTD | +20.5% | -8.1% | +28.5% | +23.2% |
| 1Y | +44.5% | -18.0% | +62.5% | +53.9% |
| All | +44.5% | -20.3% | +64.8% | +53.9% |
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