-4.4%
APO vs RBA
-2.0%
-2.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +2.1% | +6.0% | +7.5% |
| 7D | +8.2% | +12.7% | -4.4% | +4.6% |
| 30D | +6.4% | +15.5% | -9.1% | +2.0% |
| 3M | -7.4% | -14.0% | +6.6% | -3.7% |
| 6M | -4.2% | -8.8% | +4.6% | -2.7% |
| YTD | -14.1% | -6.9% | -7.2% | -16.3% |
| 1Y | -4.4% | -3.0% | -1.4% | -9.6% |
| All | -4.4% | -2.0% | -2.4% | -9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 1y: compounded portfolio wealth divided by compounded RBA 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…
1y analysis · Full analysis span regression · 6 months rolling