+1,804.4%
APO vs RRC
-19.7%
+1,824.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.5% |
| 7D | -1.0% | +1.3% | -2.3% | -1.3% |
| 30D | +3.5% | +10.1% | -6.7% | +1.7% |
| 3M | +4.5% | +4.0% | +0.5% | +3.6% |
| 6M | +22.8% | +1.6% | +21.2% | +21.8% |
| YTD | -6.5% | +19.7% | -26.2% | -10.3% |
| 1Y | +0.8% | +21.4% | -20.6% | -3.8% |
| 3Y | +62.0% | +29.7% | +32.3% | +51.7% |
| 5Y | +138.2% | +153.9% | -15.6% | +94.3% |
| 10Y | +940.3% | +10.8% | +929.5% | +737.6% |
| All | +1,804.4% | -19.7% | +1,824.1% | +1,357.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling