+137.5%
APTV vs RMD
+952.4%
-814.8%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.7% | -1.6% |
| 7D | -5.0% | -0.2% | -4.8% | -4.9% |
| 30D | -12.3% | +1.6% | -14.0% | -12.8% |
| 3M | -19.9% | +6.0% | -26.0% | -21.6% |
| 6M | -29.4% | +17.9% | -47.3% | -33.9% |
| YTD | -49.0% | 0.0% | -49.0% | -49.7% |
| 1Y | -53.1% | -4.5% | -48.6% | -53.1% |
| 3Y | -48.9% | +70.8% | -119.7% | -59.1% |
| 5Y | -77.2% | -2.0% | -75.2% | -78.4% |
| 10Y | -26.8% | +343.4% | -370.1% | -57.5% |
| All | +137.5% | +952.4% | -814.8% | -10.3% |
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 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