+951.3%
APH vs RMD
+360.8%
+590.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +0.2% | +8.0% | +8.2% |
| 7D | +1.1% | +1.2% | -0.1% | +0.5% |
| 30D | -7.5% | +2.5% | -10.0% | -8.5% |
| 3M | -4.4% | +11.5% | -16.0% | -8.1% |
| 6M | +26.5% | +14.7% | +11.8% | +19.7% |
| YTD | +20.0% | -1.3% | +21.4% | +18.4% |
| 1Y | +16.9% | -5.3% | +22.1% | +16.6% |
| 3Y | +288.5% | +68.8% | +219.7% | +212.0% |
| 5Y | +310.3% | -5.9% | +316.2% | +292.4% |
| 10Y | +951.3% | +348.7% | +602.6% | +557.7% |
| All | +951.3% | +360.8% | +590.5% | +557.7% |
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 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