+0.8%
APO vs RGEN
+45.2%
-44.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.5% |
| 7D | -1.0% | -4.9% | +3.9% | -0.4% |
| 30D | +3.5% | +5.7% | -2.2% | +2.8% |
| 3M | +4.5% | +32.4% | -27.9% | +0.9% |
| 6M | +22.8% | +33.2% | -10.4% | +17.8% |
| YTD | -6.5% | +2.3% | -8.8% | -9.0% |
| 1Y | +0.8% | +39.0% | -38.2% | +3.7% |
| All | +0.8% | +45.2% | -44.4% | +3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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