+43,804.6%
APH vs RMD
+36,837.6%
+6,967.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.2% | +0.9% |
| 7D | +5.0% | -5.0% | +9.9% | +6.0% |
| 30D | -3.9% | +2.2% | -6.1% | -4.5% |
| 3M | +13.0% | +17.8% | -4.9% | +8.6% |
| 6M | +25.2% | -11.3% | +36.5% | +27.5% |
| YTD | +22.9% | -4.4% | +27.4% | +23.0% |
| 1Y | +47.8% | -15.7% | +63.6% | +51.6% |
| 3Y | +283.0% | +47.7% | +235.3% | +243.5% |
| 5Y | +349.7% | -19.2% | +368.9% | +351.8% |
| 10Y | +1,061.2% | +280.4% | +780.8% | +745.4% |
| All | +43,804.6% | +36,837.6% | +6,967.0% | +18,112.2% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling