+137.0%
APO vs RMD
-21.0%
+158.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.2% | +1.8% | -0.3% |
| 7D | +0.1% | -4.5% | +4.5% | +1.6% |
| 30D | +3.9% | +4.6% | -0.7% | +2.4% |
| 3M | +3.8% | +14.8% | -11.0% | -1.3% |
| 6M | +22.3% | -12.1% | +34.4% | +27.1% |
| YTD | -7.8% | -7.5% | -0.3% | -5.9% |
| 1Y | -0.3% | -20.1% | +19.7% | +6.7% |
| 3Y | +57.1% | +53.9% | +3.2% | +25.0% |
| 5Y | +137.0% | -22.2% | +159.2% | +153.3% |
| All | +137.0% | -21.0% | +158.0% | +153.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling