+653.5%
APP vs RMD
+51.0%
+602.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.3% |
| 7D | +0.9% | -5.0% | +5.9% | +2.6% |
| 30D | -23.3% | +2.2% | -25.5% | -24.0% |
| 3M | -42.6% | +17.8% | -60.5% | -46.0% |
| 6M | -33.6% | -11.3% | -22.3% | -30.9% |
| YTD | -52.4% | -4.4% | -48.0% | -51.8% |
| 1Y | -35.9% | -15.7% | -20.2% | -32.2% |
| All | +653.5% | +51.0% | +602.5% | +538.3% |
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 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