+1,659.1%
APO vs RIO
+205.4%
+1,453.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.9% |
| 7D | +5.8% | -0.9% | +6.7% | +6.2% |
| 30D | +8.9% | -9.1% | +18.0% | +13.2% |
| 3M | -13.6% | -13.7% | 0.0% | -8.4% |
| 6M | -5.4% | -24.3% | +19.0% | +5.4% |
| YTD | -13.6% | +8.9% | -22.5% | -18.4% |
| 1Y | -2.5% | +22.7% | -25.1% | -12.4% |
| 3Y | +50.9% | +51.2% | -0.3% | +21.8% |
| 5Y | +81.4% | +88.1% | -6.7% | +29.9% |
| 10Y | +843.9% | +352.3% | +491.6% | +367.0% |
| All | +1,659.1% | +205.4% | +1,453.6% | +832.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling