+1,659.1%
APO vs RIG
-91.4%
+1,750.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.1% | -2.4% | +1.1% |
| 7D | +5.8% | +5.7% | 0.0% | +4.8% |
| 30D | +8.9% | -0.7% | +9.6% | +8.5% |
| 3M | -13.6% | -3.1% | -10.5% | -13.9% |
| 6M | -5.4% | -16.3% | +10.9% | -3.8% |
| YTD | -13.6% | +34.1% | -47.8% | -19.7% |
| 1Y | -2.5% | +38.2% | -40.6% | -10.0% |
| 3Y | +50.9% | -15.3% | +66.1% | +44.9% |
| 5Y | +81.4% | +62.5% | +18.9% | +48.2% |
| 10Y | +843.9% | -46.6% | +890.5% | +613.5% |
| All | +1,659.1% | -91.4% | +1,750.5% | +1,828.6% |
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 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