+1,563.3%
APO vs RBA
+363.2%
+1,200.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.9% | +0.1% |
| 7D | +0.8% | +4.3% | -3.5% | -0.7% |
| 30D | +1.0% | +16.3% | -15.3% | -4.5% |
| 3M | -8.4% | +1.3% | -9.7% | -9.2% |
| 6M | -9.1% | -11.1% | +2.0% | -6.1% |
| YTD | -18.3% | -8.5% | -9.9% | -17.0% |
| 1Y | -8.0% | -2.1% | -5.9% | -8.8% |
| 3Y | +47.1% | +44.6% | +2.5% | +26.1% |
| 5Y | +67.2% | +36.8% | +30.3% | +42.4% |
| 10Y | +871.8% | +227.3% | +644.5% | +472.2% |
| All | +1,563.3% | +363.2% | +1,200.1% | +736.3% |
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