+229.7%
APO vs RVMD
+622.3%
-392.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | -3.5% | -3.0% | -0.5% | -3.0% |
| 30D | -6.6% | -0.7% | -5.8% | -6.6% |
| 3M | -3.3% | +36.5% | -39.8% | -9.2% |
| 6M | +22.6% | +104.6% | -82.0% | +4.9% |
| YTD | -9.8% | +155.8% | -165.6% | -27.3% |
| 1Y | -3.9% | +340.7% | -344.6% | -31.2% |
| 3Y | +52.5% | +519.9% | -467.5% | -2.6% |
| 5Y | +134.0% | +584.9% | -450.9% | +34.6% |
| All | +229.7% | +622.3% | -392.6% | +52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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