+50.9%
APO vs RCAT
+331.8%
-281.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.4% | +5.2% | +2.0% |
| 7D | +5.8% | -5.9% | +11.7% | +6.2% |
| 30D | +8.9% | -19.7% | +28.6% | +10.2% |
| 3M | -13.6% | -62.9% | +49.2% | -7.7% |
| 6M | -5.4% | -59.6% | +54.2% | -0.6% |
| YTD | -13.6% | -52.1% | +38.4% | -12.1% |
| 1Y | -2.5% | -50.9% | +48.4% | -1.3% |
| 3Y | +50.9% | +333.8% | -282.9% | +43.2% |
| All | +50.9% | +331.8% | -281.0% | +43.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling