+262.1%
APH vs RMD
+57.4%
+204.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -1.7% | +5.8% | +4.3% |
| 7D | -5.9% | +2.3% | -8.3% | -6.3% |
| 30D | -14.8% | +4.1% | -18.9% | -15.4% |
| 3M | -12.4% | +5.7% | -18.1% | -13.4% |
| 6M | +8.1% | +12.9% | -4.8% | +5.4% |
| YTD | +10.9% | -1.5% | +12.5% | +10.8% |
| 1Y | +8.8% | -4.8% | +13.5% | +9.3% |
| 3Y | +262.1% | +57.5% | +204.6% | +235.6% |
| All | +262.1% | +57.4% | +204.6% | +235.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling