-0.4%
APO vs RIO
+74.7%
-75.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -1.0% | +1.0% | -2.0% | -1.2% |
| 30D | -0.4% | +4.0% | -4.4% | -1.1% |
| 3M | -0.9% | +4.5% | -5.4% | -1.9% |
| 6M | +22.1% | +17.3% | +4.8% | +18.4% |
| YTD | -8.4% | +36.2% | -44.6% | -13.8% |
| All | -0.4% | +74.7% | -75.0% | -8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RIO.
Daily Out/Under-Performance
Portfolio return minus RIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIO 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 RIO 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