+166.1%
APA vs RMD
-21.0%
+187.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.2% | +5.0% | +2.4% |
| 7D | -1.7% | -4.5% | +2.8% | -0.8% |
| 30D | +15.7% | +4.6% | +11.1% | +14.6% |
| 3M | +16.5% | +14.8% | +1.7% | +12.4% |
| 6M | +35.1% | -12.1% | +47.2% | +38.3% |
| YTD | +82.2% | -7.5% | +89.7% | +84.1% |
| 1Y | +102.5% | -20.1% | +122.5% | +111.7% |
| 3Y | +10.3% | +53.9% | -43.6% | -5.3% |
| 5Y | +166.1% | -22.2% | +188.3% | +123.7% |
| All | +166.1% | -21.0% | +187.1% | +123.7% |
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 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