+908.2%
APO vs RMD
+276.6%
+631.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.2% | -2.3% |
| 7D | -4.9% | -4.2% | -0.7% | -3.3% |
| 30D | -8.4% | -2.1% | -6.4% | -7.7% |
| 3M | -2.1% | +13.8% | -15.8% | -7.4% |
| 6M | +19.2% | -10.6% | +29.9% | +23.7% |
| YTD | -10.5% | -8.1% | -2.4% | -8.4% |
| 1Y | -2.7% | -18.0% | +15.3% | +4.0% |
| 3Y | +52.5% | +52.9% | -0.4% | +19.4% |
| 5Y | +132.1% | -22.3% | +154.3% | +141.6% |
| All | +908.2% | +276.6% | +631.7% | +486.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling