+892.4%
APP vs RMD
+57.4%
+835.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.7% | +11.5% | +10.5% |
| 7D | +71.2% | +2.3% | +68.9% | +69.6% |
| 30D | +39.1% | +4.1% | +35.0% | +37.5% |
| 3M | +16.5% | +5.7% | +10.8% | +14.4% |
| 6M | -16.6% | +12.9% | -29.5% | -20.3% |
| YTD | -41.9% | -1.5% | -40.4% | -41.6% |
| 1Y | -37.0% | -4.8% | -32.3% | -36.1% |
| 3Y | +892.4% | +57.5% | +834.9% | +744.0% |
| All | +892.4% | +57.4% | +835.0% | +744.0% |
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