+88.8%
APA vs RMD
-14.6%
+103.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.8% | -3.2% |
| 7D | +0.5% | -5.0% | +5.5% | +0.4% |
| 30D | +23.4% | +2.2% | +21.2% | +23.0% |
| 3M | +12.7% | +17.8% | -5.2% | +12.3% |
| 6M | +39.4% | -11.3% | +50.8% | +49.8% |
| YTD | +79.0% | -4.4% | +83.4% | +85.4% |
| 1Y | +88.8% | -15.7% | +104.6% | +97.9% |
| All | +88.8% | -14.6% | +103.5% | +97.9% |
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