+137.0%
APO vs RGEN
-42.7%
+179.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -1.9% | -1.5% |
| 7D | +0.1% | -0.9% | +1.0% | +0.3% |
| 30D | +3.9% | +2.8% | +1.0% | +3.0% |
| 3M | +3.8% | +34.5% | -30.7% | -4.6% |
| 6M | +22.3% | +40.5% | -18.2% | +10.3% |
| YTD | -7.8% | +2.8% | -10.7% | -9.9% |
| 1Y | -0.3% | +39.6% | -40.0% | -11.0% |
| 3Y | +57.1% | +4.4% | +52.7% | +44.6% |
| 5Y | +137.0% | -42.8% | +179.7% | +125.0% |
| All | +137.0% | -42.7% | +179.7% | +125.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling