+841.5%
APO vs RRC
+60.0%
+781.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.3% | +4.4% | +4.6% |
| 7D | +2.3% | -10.3% | +12.6% | +4.2% |
| 30D | +3.0% | +19.5% | -16.5% | -0.6% |
| 3M | -3.7% | +27.9% | -31.6% | -8.3% |
| 6M | -7.5% | +21.2% | -28.6% | -11.3% |
| YTD | -14.5% | +39.6% | -54.1% | -20.5% |
| 1Y | -6.2% | +31.3% | -37.4% | -11.9% |
| 3Y | +51.9% | +51.9% | 0.0% | +38.2% |
| 5Y | +76.5% | +110.2% | -33.7% | +48.7% |
| All | +841.5% | +60.0% | +781.5% | +585.0% |
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