+300.6%
APH vs RMD
-4.0%
+304.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.9% | -2.7% | -1.2% |
| 7D | +0.4% | -0.8% | +1.2% | +0.6% |
| 30D | -8.0% | +1.7% | -9.7% | -8.6% |
| 3M | -5.0% | +6.4% | -11.4% | -6.9% |
| 6M | +29.9% | +20.7% | +9.2% | +22.3% |
| YTD | +18.0% | -0.2% | +18.1% | +16.6% |
| 1Y | +11.3% | -4.5% | +15.8% | +11.4% |
| 3Y | +274.9% | +70.5% | +204.4% | +203.3% |
| 5Y | +300.6% | -1.6% | +302.2% | +287.1% |
| All | +300.6% | -4.0% | +304.6% | +287.1% |
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