+355.9%
APH vs RMD
-19.3%
+375.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.2% | +1.0% |
| 7D | +5.0% | -5.0% | +9.9% | +6.2% |
| 30D | -3.9% | +2.2% | -6.1% | -4.6% |
| 3M | +13.0% | +17.8% | -4.9% | +7.6% |
| 6M | +25.2% | -11.3% | +36.5% | +28.6% |
| YTD | +22.9% | -4.4% | +27.4% | +23.3% |
| 1Y | +47.8% | -15.7% | +63.6% | +53.4% |
| 3Y | +283.0% | +47.7% | +235.3% | +226.4% |
| All | +355.9% | -19.3% | +375.2% | +347.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling