-5.9%
APO vs RIG
+25.5%
-31.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.5% | -2.3% | +0.2% |
| 7D | +0.2% | -2.6% | +2.7% | +0.2% |
| 30D | +3.1% | -5.2% | +8.3% | +2.7% |
| 3M | -12.0% | -8.6% | -3.4% | -12.3% |
| 6M | -5.0% | -18.9% | +14.0% | -5.4% |
| YTD | -14.0% | +28.6% | -42.6% | -19.4% |
| 1Y | -5.9% | +25.5% | -31.5% | -11.6% |
| All | -5.9% | +25.5% | -31.5% | -11.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling