+137.9%
APO vs RBA
+45.3%
+92.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.7% |
| 7D | -1.0% | -2.9% | +1.9% | +0.1% |
| 30D | +3.5% | -12.3% | +15.8% | +8.5% |
| 3M | +4.5% | -20.5% | +25.1% | +13.1% |
| 6M | +22.8% | -18.5% | +41.3% | +31.0% |
| YTD | -6.5% | -18.2% | +11.7% | -0.7% |
| 1Y | +0.8% | -27.5% | +28.3% | +12.4% |
| 3Y | +62.0% | +38.1% | +23.9% | +43.4% |
| All | +137.9% | +45.3% | +92.6% | +98.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling