+13.0%
APH vs RMD
-4.7%
+17.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +0.2% | +8.0% | +8.2% |
| 7D | +1.1% | +1.2% | -0.1% | +1.3% |
| 30D | -7.5% | +2.5% | -10.0% | -7.0% |
| 3M | -4.4% | +11.5% | -16.0% | -4.0% |
| 6M | +26.5% | +14.7% | +11.8% | +27.9% |
| YTD | +20.0% | -1.3% | +21.4% | +21.2% |
| All | +13.0% | -4.7% | +17.7% | +14.8% |
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