-55.4%
APP vs RMD
-1.9%
-53.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +5.9% | +4.8% | +8.8% |
| 7D | +4.5% | -3.9% | +8.4% | +5.7% |
| 30D | -3.6% | +7.9% | -11.5% | -4.7% |
| 3M | -35.3% | +8.1% | -43.3% | -36.0% |
| 6M | -42.8% | +15.5% | -58.3% | -44.1% |
| YTD | -59.7% | +0.7% | -60.3% | -55.4% |
| 1Y | -55.4% | -1.4% | -54.0% | -50.6% |
| All | -55.4% | -1.9% | -53.5% | -50.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling