+1,648.7%
APO vs RGEN
+4,589.5%
-2,940.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.8% | +3.2% | +1.0% |
| 7D | +8.1% | -2.4% | +10.5% | +8.6% |
| 30D | +3.4% | +0.1% | +3.4% | +3.3% |
| 3M | -6.6% | +6.6% | -13.3% | -8.2% |
| 6M | -7.1% | +40.9% | -48.0% | -14.0% |
| YTD | -14.1% | +6.2% | -20.3% | -16.5% |
| 1Y | -4.7% | +19.4% | -24.1% | -9.4% |
| 3Y | +51.3% | +17.9% | +33.4% | +39.6% |
| 5Y | +82.7% | -34.0% | +116.8% | +79.3% |
| 10Y | +845.7% | +453.9% | +391.8% | +578.7% |
| All | +1,648.7% | +4,589.5% | -2,940.8% | +933.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling