+916.7%
APO vs RRX
+228.4%
+688.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.7% | -2.8% | -0.9% |
| 7D | -3.5% | -0.3% | -3.2% | -3.4% |
| 30D | -6.6% | -6.1% | -0.4% | -3.9% |
| 3M | -3.3% | -23.1% | +19.8% | +7.5% |
| 6M | +22.6% | -19.5% | +42.1% | +29.9% |
| YTD | -9.8% | +16.1% | -25.8% | -22.8% |
| 1Y | -3.9% | +12.9% | -16.8% | -17.4% |
| 3Y | +52.5% | +7.9% | +44.5% | +25.4% |
| 5Y | +134.0% | +19.1% | +114.9% | +75.8% |
| All | +916.7% | +228.4% | +688.3% | +305.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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