+137.6%
APO vs RPRX
+77.9%
+59.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -1.0% | -4.0% | +3.0% | +0.2% |
| 30D | -0.4% | +4.9% | -5.3% | -1.9% |
| 3M | -0.9% | +9.4% | -10.2% | -3.9% |
| 6M | +22.1% | +33.3% | -11.2% | +10.9% |
| YTD | -8.4% | +59.0% | -67.3% | -21.8% |
| 1Y | -0.9% | +69.2% | -70.2% | -17.7% |
| 3Y | +56.1% | +124.1% | -68.0% | +15.4% |
| All | +137.6% | +77.9% | +59.8% | +105.4% |
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