+916.7%
APO vs RIG
-41.2%
+957.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.6% | +1.1% |
| 7D | -3.5% | -3.1% | -0.4% | -3.1% |
| 30D | -6.6% | -0.5% | -6.0% | -6.6% |
| 3M | -3.3% | -6.0% | +2.7% | -2.7% |
| 6M | +22.6% | -10.1% | +32.7% | +23.3% |
| YTD | -9.8% | +37.3% | -47.1% | -15.5% |
| 1Y | -3.9% | +73.9% | -77.8% | -14.0% |
| 3Y | +52.5% | -30.2% | +82.6% | +51.4% |
| 5Y | +134.0% | +62.5% | +71.6% | +94.9% |
| All | +916.7% | -41.2% | +957.9% | +696.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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