+193.5%
APTV vs RMD
+905.9%
-712.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.4% | +3.4% | +3.2% |
| 7D | +4.8% | -5.0% | +9.8% | +6.4% |
| 30D | +2.0% | +2.2% | -0.2% | +1.0% |
| 3M | -34.2% | +17.8% | -52.1% | -38.2% |
| 6M | -34.7% | -11.3% | -23.3% | -32.8% |
| YTD | -37.0% | -4.4% | -32.6% | -36.9% |
| 1Y | -40.4% | -15.7% | -24.7% | -37.9% |
| 3Y | -54.1% | +47.7% | -101.9% | -61.6% |
| 5Y | -68.0% | -19.2% | -48.8% | -67.8% |
| 10Y | -15.5% | +280.4% | -295.9% | -48.5% |
| All | +193.5% | +905.9% | -712.5% | +12.6% |
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