+78.7%
APO vs RPRX
+86.5%
-7.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +1.5% |
| 7D | +5.8% | +3.3% | +2.4% | +4.7% |
| 30D | +8.9% | +17.9% | -9.0% | +3.7% |
| 3M | -13.6% | +19.2% | -32.9% | -18.2% |
| 6M | -5.4% | +31.7% | -37.1% | -13.5% |
| YTD | -13.6% | +82.5% | -96.1% | -29.7% |
| 1Y | -2.5% | +78.4% | -80.9% | -20.0% |
| 3Y | +50.9% | +177.0% | -126.1% | +1.1% |
| All | +78.7% | +86.5% | -7.7% | +53.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling