+1,777.9%
APO vs RRX
+181.2%
+1,596.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.5% | -1.9% | -1.6% |
| 7D | +0.1% | +4.3% | -4.2% | -1.9% |
| 30D | +3.9% | -8.0% | +11.9% | +7.8% |
| 3M | +3.8% | -22.0% | +25.8% | +14.3% |
| 6M | +22.3% | -11.9% | +34.2% | +23.8% |
| YTD | -7.8% | +17.1% | -24.9% | -20.7% |
| 1Y | -0.3% | +14.9% | -15.2% | -14.2% |
| 3Y | +57.1% | +6.9% | +50.2% | +31.7% |
| 5Y | +137.0% | +19.6% | +117.4% | +82.5% |
| 10Y | +946.8% | +215.9% | +730.9% | +358.9% |
| All | +1,777.9% | +181.2% | +1,596.7% | +679.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling