-16.6%
APP vs RMD
+14.3%
-30.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.7% | +11.5% | +10.3% |
| 7D | +71.2% | +2.3% | +68.9% | +69.4% |
| 30D | +39.1% | +4.1% | +35.0% | +39.4% |
| 3M | +16.5% | +5.7% | +10.8% | +16.8% |
| 6M | -16.6% | +12.9% | -29.5% | -18.4% |
| All | -16.6% | +14.3% | -30.8% | -18.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling