+57.1%
APO vs RMD
+52.4%
+4.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.2% | +1.8% | -0.6% |
| 7D | +0.1% | -4.5% | +4.5% | +1.2% |
| 30D | +3.9% | +4.6% | -0.7% | +2.9% |
| 3M | +3.8% | +14.8% | -11.0% | +0.5% |
| 6M | +22.3% | -12.1% | +34.4% | +25.7% |
| YTD | -7.8% | -7.5% | -0.3% | -6.3% |
| 1Y | -0.3% | -20.1% | +19.7% | +4.5% |
| 3Y | +57.1% | +53.9% | +3.2% | +44.0% |
| All | +57.1% | +52.4% | +4.8% | +44.0% |
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