+51.2%
APO vs RVMD
+536.1%
-484.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.1% | -0.3% | -2.1% |
| 7D | -4.9% | -3.6% | -1.3% | -4.4% |
| 30D | -8.4% | -1.1% | -7.4% | -8.4% |
| 3M | -2.1% | +41.0% | -43.1% | -7.0% |
| 6M | +19.2% | +105.7% | -86.4% | +6.0% |
| YTD | -10.5% | +155.3% | -165.8% | -23.8% |
| 1Y | -2.7% | +402.7% | -405.4% | -27.7% |
| All | +51.2% | +536.1% | -484.9% | +11.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling