+850.7%
APP vs RMD
+68.9%
+781.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.4% | -3.2% | -2.9% |
| 7D | +10.6% | +0.1% | +10.5% | +10.5% |
| 30D | +44.6% | +1.9% | +42.7% | +43.9% |
| 3M | +29.6% | +6.3% | +23.3% | +27.2% |
| 6M | -19.8% | +18.2% | -38.0% | -24.6% |
| YTD | -41.6% | +0.3% | -41.8% | -41.6% |
| 1Y | -32.7% | -4.3% | -28.4% | -31.8% |
| All | +850.7% | +68.9% | +781.8% | +676.3% |
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