+946.8%
APO vs RBA
+182.6%
+764.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.0% | +0.6% | -0.6% |
| 7D | +0.1% | -1.1% | +1.1% | +0.5% |
| 30D | +3.9% | -13.2% | +17.1% | +9.6% |
| 3M | +3.8% | -21.4% | +25.1% | +13.0% |
| 6M | +22.3% | -20.9% | +43.2% | +32.4% |
| YTD | -7.8% | -19.9% | +12.1% | -1.0% |
| 1Y | -0.3% | -28.7% | +28.3% | +12.2% |
| 3Y | +57.1% | +27.4% | +29.7% | +39.9% |
| 5Y | +137.0% | +41.7% | +95.2% | +95.6% |
| 10Y | +946.8% | +189.6% | +757.2% | +488.7% |
| All | +946.8% | +182.6% | +764.3% | +488.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling