+1,777.9%
APO vs RSG
+908.6%
+869.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.1% |
| 7D | +0.1% | -0.7% | +0.8% | +0.6% |
| 30D | +3.9% | +3.3% | +0.6% | +1.7% |
| 3M | +3.8% | +8.5% | -4.7% | -2.3% |
| 6M | +22.3% | -3.5% | +25.8% | +23.4% |
| YTD | -7.8% | +5.5% | -13.3% | -12.7% |
| 1Y | -0.3% | -1.7% | +1.4% | -1.3% |
| 3Y | +57.1% | +56.9% | +0.2% | +10.8% |
| 5Y | +137.0% | +89.4% | +47.6% | +43.8% |
| 10Y | +946.8% | +412.5% | +534.3% | +234.0% |
| All | +1,777.9% | +908.6% | +869.3% | +292.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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