+57.1%
APO vs RPRX
+126.7%
-69.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.3% | +3.9% | -0.8% |
| 7D | +0.1% | -2.8% | +2.9% | +0.4% |
| 30D | +3.9% | +7.2% | -3.3% | +3.1% |
| 3M | +3.8% | +10.9% | -7.1% | +2.5% |
| 6M | +22.3% | +34.6% | -12.3% | +17.6% |
| YTD | -7.8% | +59.0% | -66.8% | -13.5% |
| 1Y | -0.3% | +72.5% | -72.9% | -7.9% |
| 3Y | +57.1% | +124.1% | -67.0% | +42.2% |
| All | +57.1% | +126.7% | -69.5% | +42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 3y: compounded portfolio wealth divided by compounded RPRX 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…
3y analysis · Full analysis span regression · 6 months rolling