+137.2%
APTV vs RMD
+958.1%
-820.9%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.4% | -0.2% |
| 7D | -1.7% | +2.1% | -3.8% | -2.4% |
| 30D | -11.6% | +2.1% | -13.7% | -12.3% |
| 3M | -21.2% | +6.2% | -27.4% | -22.9% |
| 6M | -28.5% | +19.4% | -47.9% | -33.4% |
| YTD | -49.1% | +0.5% | -49.6% | -49.9% |
| 1Y | -52.2% | -3.9% | -48.2% | -52.3% |
| 3Y | -48.6% | +72.5% | -121.2% | -59.0% |
| 5Y | -77.3% | -1.5% | -75.8% | -78.5% |
| 10Y | -26.9% | +345.8% | -372.6% | -57.7% |
| All | +137.2% | +958.1% | -820.9% | -10.6% |
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