+853.3%
APO vs RRC
+73.1%
+780.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.0% | +1.6% |
| 7D | +5.8% | +6.4% | -0.6% | +4.6% |
| 30D | +8.9% | +23.9% | -15.0% | +4.5% |
| 3M | -13.6% | +30.2% | -43.8% | -18.0% |
| 6M | -5.4% | +26.3% | -31.6% | -9.9% |
| YTD | -13.6% | +48.1% | -61.7% | -20.6% |
| 1Y | -2.5% | +37.7% | -40.2% | -9.2% |
| 3Y | +50.9% | +60.3% | -9.4% | +35.9% |
| 5Y | +81.4% | +135.3% | -53.9% | +50.1% |
| All | +853.3% | +73.1% | +780.3% | +576.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling