+853.3%
APO vs RGEN
+415.2%
+438.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +1.0% | +1.6% |
| 7D | +5.8% | -3.3% | +9.0% | +6.6% |
| 30D | +8.9% | -5.8% | +14.7% | +10.3% |
| 3M | -13.6% | +0.2% | -13.8% | -14.4% |
| 6M | -5.4% | +56.8% | -62.2% | -17.1% |
| YTD | -13.6% | +2.4% | -16.0% | -16.1% |
| 1Y | -2.5% | +11.4% | -13.9% | -7.3% |
| 3Y | +50.9% | +15.2% | +35.7% | +35.2% |
| 5Y | +81.4% | -35.1% | +116.5% | +77.4% |
| All | +853.3% | +415.2% | +438.2% | +435.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling