+132.1%
APO vs RRX
+14.8%
+117.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.9% | -0.4% | -1.6% |
| 7D | -4.9% | -3.7% | -1.1% | -3.4% |
| 30D | -8.4% | -9.3% | +0.9% | -4.9% |
| 3M | -2.1% | -21.8% | +19.7% | +6.4% |
| 6M | +19.2% | -22.0% | +41.3% | +27.1% |
| YTD | -10.5% | +11.9% | -22.5% | -21.0% |
| 1Y | -2.7% | +11.6% | -14.3% | -14.7% |
| 3Y | +52.5% | +2.2% | +50.3% | +33.5% |
| 5Y | +132.1% | +14.9% | +117.2% | +91.7% |
| All | +132.1% | +14.8% | +117.3% | +91.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling