+1,804.4%
APO vs RMD
+819.8%
+984.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | -1.0% | -5.0% | +4.0% | +0.9% |
| 30D | +3.5% | +2.2% | +1.2% | +2.6% |
| 3M | +4.5% | +17.8% | -13.3% | -2.0% |
| 6M | +22.8% | -11.3% | +34.1% | +27.4% |
| YTD | -6.5% | -4.4% | -2.1% | -5.7% |
| 1Y | +0.8% | -15.7% | +16.6% | +6.2% |
| 3Y | +62.0% | +47.7% | +14.2% | +32.1% |
| 5Y | +138.2% | -19.2% | +157.5% | +142.6% |
| 10Y | +940.3% | +280.4% | +659.9% | +503.2% |
| All | +1,804.4% | +819.8% | +984.6% | +617.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling