+136.0%
APO vs RRC
+154.4%
-18.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.3% | -0.5% |
| 7D | -1.0% | -1.7% | +0.8% | -0.5% |
| 30D | -0.4% | +3.6% | -4.0% | -1.3% |
| 3M | -0.9% | +8.8% | -9.7% | -3.3% |
| 6M | +22.1% | +0.8% | +21.4% | +20.9% |
| YTD | -8.4% | +19.0% | -27.3% | -13.9% |
| 1Y | -0.9% | +22.9% | -23.9% | -8.4% |
| 3Y | +56.1% | +32.3% | +23.8% | +40.4% |
| 5Y | +136.0% | +151.6% | -15.6% | +86.2% |
| All | +136.0% | +154.4% | -18.4% | +86.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling