+86.9%
AEP vs RMD
-4.0%
+90.9%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.9% | -0.8% | +0.9% |
| 7D | +0.7% | -0.8% | +1.6% | +0.8% |
| 30D | +4.8% | +1.7% | +3.1% | +4.5% |
| 3M | +5.4% | +6.4% | -1.0% | +4.5% |
| 6M | +0.4% | +20.7% | -20.3% | -2.1% |
| YTD | +15.5% | -0.2% | +15.7% | +14.9% |
| 1Y | +8.5% | -4.5% | +13.0% | +8.6% |
| 3Y | +84.6% | +70.5% | +14.1% | +66.9% |
| 5Y | +86.9% | -1.6% | +88.5% | +81.6% |
| All | +86.9% | -4.0% | +90.9% | +81.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling