+839.9%
APO vs RMD
+349.2%
+490.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.7% | -0.6% |
| 7D | +0.2% | -0.8% | +1.0% | +0.5% |
| 30D | +3.1% | +1.7% | +1.5% | +2.4% |
| 3M | -12.0% | +6.4% | -18.4% | -14.2% |
| 6M | -5.0% | +20.7% | -25.7% | -12.5% |
| YTD | -14.0% | -0.2% | -13.8% | -14.8% |
| 1Y | -5.9% | -4.5% | -1.4% | -5.3% |
| 3Y | +51.6% | +70.5% | -19.0% | +13.9% |
| 5Y | +80.8% | -1.6% | +82.4% | +70.1% |
| 10Y | +839.9% | +342.7% | +497.2% | +440.5% |
| All | +839.9% | +349.2% | +490.7% | +440.5% |
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 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