+37,955.2%
APH vs RMD
+38,610.5%
-655.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.5% | -8.8% | -9.2% |
| 7D | -12.7% | -5.3% | -7.4% | -11.9% |
| 30D | -19.2% | +8.4% | -27.6% | -20.7% |
| 3M | -16.7% | +7.1% | -23.8% | -18.3% |
| 6M | +5.1% | +15.8% | -10.7% | +1.0% |
| YTD | +6.6% | +0.2% | +6.4% | +5.2% |
| 1Y | +3.9% | -1.4% | +5.3% | +2.8% |
| 3Y | +246.0% | +61.3% | +184.7% | +204.3% |
| 5Y | +268.0% | -3.9% | +271.9% | +255.9% |
| 10Y | +868.2% | +365.6% | +502.6% | +576.5% |
| All | +37,955.2% | +38,610.5% | -655.4% | +15,476.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling