-4.4%
APO vs RRC
+44.7%
-49.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -3.5% | +11.6% | +7.8% |
| 7D | +8.2% | -6.8% | +15.0% | +7.7% |
| 30D | +6.4% | +34.7% | -28.3% | +8.6% |
| 3M | -7.4% | +31.5% | -39.0% | -5.7% |
| 6M | -4.2% | +21.8% | -25.9% | -3.1% |
| YTD | -14.1% | +48.9% | -63.0% | -11.8% |
| 1Y | -4.4% | +42.1% | -46.5% | -1.4% |
| All | -4.4% | +44.7% | -49.0% | -1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 1y: compounded portfolio wealth divided by compounded RRC 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…
1y analysis · Full analysis span regression · 6 months rolling