+391.7%
APP vs RMD
+15.6%
+376.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.4% |
| 7D | +0.9% | -5.0% | +5.9% | +3.3% |
| 30D | -23.3% | +2.2% | -25.5% | -24.4% |
| 3M | -42.6% | +17.8% | -60.5% | -47.5% |
| 6M | -33.6% | -11.3% | -22.3% | -30.1% |
| YTD | -52.4% | -4.4% | -48.0% | -52.0% |
| 1Y | -35.9% | -15.7% | -20.2% | -31.3% |
| 3Y | +642.2% | +47.7% | +594.5% | +445.1% |
| 5Y | +311.1% | -19.2% | +330.3% | +292.4% |
| All | +391.7% | +15.6% | +376.1% | +327.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling