-26.3%
APH vs RMD
-14.6%
-11.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -4.9% | -42.9% | -46.3% |
| 7D | -48.7% | -3.1% | -45.6% | -47.3% |
| 30D | -51.9% | +2.2% | -54.2% | -50.6% |
| 3M | -43.6% | +17.8% | -61.4% | -42.4% |
| 6M | -37.5% | -11.3% | -26.2% | -35.1% |
| YTD | -38.6% | -4.4% | -34.2% | -36.5% |
| 1Y | -26.3% | -15.7% | -10.6% | -21.3% |
| All | -26.3% | -14.6% | -11.7% | -21.3% |
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