-54.2%
APTV vs RMD
+51.8%
-105.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -3.2% | -1.4% | -4.0% |
| 7D | +2.0% | -4.5% | +6.4% | +2.8% |
| 30D | -7.7% | +4.6% | -12.3% | -8.5% |
| 3M | -34.0% | +14.8% | -48.8% | -36.3% |
| 6M | -37.1% | -12.1% | -25.0% | -35.3% |
| YTD | -39.9% | -7.5% | -32.4% | -39.0% |
| 1Y | -44.4% | -20.1% | -24.4% | -41.7% |
| All | -54.2% | +51.8% | -105.9% | -58.4% |
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 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