-0.1%
APA vs RMD
+340.4%
-340.5%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +2.0% | +1.4% |
| 7D | -5.5% | +3.1% | -8.6% | -6.4% |
| 30D | -1.2% | +1.8% | -2.9% | -2.0% |
| 3M | +10.6% | +6.7% | +3.9% | +8.1% |
| 6M | +28.4% | +13.9% | +14.5% | +22.6% |
| YTD | +89.7% | -2.0% | +91.8% | +88.0% |
| 1Y | +90.6% | -5.4% | +96.0% | +90.6% |
| 3Y | +36.9% | +67.4% | -30.5% | +13.0% |
| 5Y | +83.2% | -5.7% | +89.0% | +75.9% |
| 10Y | -0.1% | +338.4% | -338.5% | -22.2% |
| All | -0.1% | +340.4% | -340.5% | -22.2% |
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