+170.1%
APO vs RPRX
+81.2%
+88.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +1.5% |
| 7D | +5.8% | +3.3% | +2.4% | +4.9% |
| 30D | +8.9% | +17.9% | -9.0% | +4.6% |
| 3M | -13.6% | +19.2% | -32.9% | -17.4% |
| 6M | -5.4% | +31.7% | -37.1% | -12.0% |
| YTD | -13.6% | +82.5% | -96.1% | -26.4% |
| 1Y | -2.5% | +78.4% | -80.9% | -16.5% |
| 3Y | +50.9% | +177.0% | -126.1% | +12.7% |
| 5Y | +81.4% | +86.5% | -5.1% | +53.6% |
| All | +170.1% | +81.2% | +88.9% | +124.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling