+51.3%
APO vs RMD
+68.3%
-17.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.1% | +0.6% |
| 7D | +8.1% | +3.1% | +5.0% | +7.3% |
| 30D | +3.4% | +1.8% | +1.7% | +3.0% |
| 3M | -6.6% | +6.7% | -13.3% | -8.0% |
| 6M | -7.1% | +13.9% | -21.0% | -10.0% |
| YTD | -14.1% | -2.0% | -12.1% | -13.9% |
| 1Y | -4.7% | -5.4% | +0.7% | -3.8% |
| 3Y | +51.3% | +67.4% | -16.1% | +42.0% |
| All | +51.3% | +68.3% | -17.0% | +42.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling