+95.3%
AAPL vs RMD
+69.3%
+25.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.3% |
| 7D | +4.1% | +2.1% | +2.1% | +3.8% |
| 30D | +4.0% | +2.1% | +1.9% | +3.5% |
| 3M | +16.8% | +6.2% | +10.6% | +15.4% |
| 6M | +19.4% | +19.4% | 0.0% | +15.3% |
| YTD | +31.5% | +0.5% | +31.0% | +30.9% |
| 1Y | +31.0% | -3.9% | +34.9% | +31.3% |
| 3Y | +95.3% | +72.5% | +22.7% | +87.7% |
| All | +95.3% | +69.3% | +25.9% | +87.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling