-2.6%
APA vs RMD
+269.7%
-272.3%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.5% | +3.5% | +3.1% |
| 7D | +0.3% | -4.7% | +5.0% | +1.5% |
| 30D | +9.3% | +0.2% | +9.1% | +9.0% |
| 3M | +23.3% | +12.0% | +11.3% | +19.0% |
| 6M | +39.5% | -12.5% | +52.0% | +43.0% |
| YTD | +87.6% | -7.9% | +95.6% | +89.6% |
| 1Y | +114.2% | -20.4% | +134.6% | +125.0% |
| 3Y | +13.6% | +53.1% | -39.5% | -3.9% |
| 5Y | +175.6% | -22.1% | +197.7% | +179.7% |
| 10Y | -2.6% | +275.4% | -278.1% | -24.9% |
| All | -2.6% | +269.7% | -272.3% | -24.9% |
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 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