+1,651.7%
APO vs RIG
-91.7%
+1,743.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.5% | -2.3% | -0.2% |
| 7D | +0.2% | -2.6% | +2.7% | +0.6% |
| 30D | +3.1% | -5.2% | +8.3% | +3.5% |
| 3M | -12.0% | -8.6% | -3.4% | -11.4% |
| 6M | -5.0% | -18.9% | +14.0% | -2.9% |
| YTD | -14.0% | +28.6% | -42.6% | -19.5% |
| 1Y | -5.9% | +25.5% | -31.5% | -11.8% |
| 3Y | +51.6% | -20.2% | +71.7% | +46.9% |
| 5Y | +80.8% | +53.9% | +26.9% | +49.0% |
| 10Y | +839.9% | -48.8% | +888.7% | +615.4% |
| All | +1,651.7% | -91.7% | +1,743.4% | +1,833.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling