-70.1%
APTV vs RMD
-22.9%
-47.2%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.5% |
| 7D | -1.2% | -4.7% | +3.6% | +0.4% |
| 30D | -10.6% | +0.2% | -10.9% | -10.8% |
| 3M | -35.0% | +12.0% | -47.0% | -38.0% |
| 6M | -38.9% | -12.5% | -26.4% | -36.5% |
| YTD | -41.5% | -7.9% | -33.6% | -40.5% |
| 1Y | -45.8% | -20.4% | -25.4% | -42.0% |
| 3Y | -55.7% | +53.1% | -108.8% | -65.3% |
| 5Y | -70.1% | -22.1% | -48.0% | -73.8% |
| All | -70.1% | -22.9% | -47.2% | -73.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling