-4.4%
APO vs RDW
+9.7%
-14.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -4.9% | +13.0% | +8.5% |
| 7D | +8.2% | -14.3% | +22.5% | +9.4% |
| 30D | +6.4% | -26.0% | +32.4% | +8.8% |
| 3M | -7.4% | -27.4% | +19.9% | -5.6% |
| 6M | -4.2% | -10.6% | +6.5% | -7.3% |
| YTD | -14.1% | +1.6% | -15.7% | -21.0% |
| 1Y | -4.4% | +11.1% | -15.5% | -14.0% |
| All | -4.4% | +9.7% | -14.0% | -14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RDW.
Daily Out/Under-Performance
Portfolio return minus RDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDW 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 1y: compounded portfolio wealth divided by compounded RDW 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…
1y analysis · Full analysis span regression · 6 months rolling