+1,804.4%
APO vs RBA
+313.8%
+1,490.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +8.3% |
| 3M | +4.5% | -20.5% | +25.1% | +12.8% |
| 6M | +22.8% | -18.5% | +41.3% | +30.8% |
| YTD | -6.5% | -18.2% | +11.7% | -0.8% |
| 1Y | +0.8% | -27.5% | +28.3% | +11.9% |
| 3Y | +62.0% | +38.1% | +23.9% | +41.5% |
| 5Y | +138.2% | +44.8% | +93.5% | +98.7% |
| 10Y | +940.3% | +187.1% | +753.1% | +542.7% |
| All | +1,804.4% | +313.8% | +1,490.6% | +899.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling