+837.0%
APO vs RCAT
-99.8%
+936.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -8.3% | +7.0% | -1.2% |
| 7D | +3.5% | +15.6% | -12.1% | +3.4% |
| 30D | +4.4% | -24.1% | +28.5% | +4.5% |
| 3M | -12.1% | -61.9% | +49.8% | -11.5% |
| 6M | -7.2% | -64.3% | +57.1% | -6.7% |
| YTD | -15.1% | -50.4% | +35.3% | -14.9% |
| 1Y | -7.7% | -54.0% | +46.4% | -7.4% |
| 3Y | +49.6% | +347.2% | -297.6% | +48.2% |
| 5Y | +78.3% | +45.7% | +32.5% | +76.9% |
| All | +837.0% | -99.8% | +936.8% | +900.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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