+949.3%
APO vs RVTY
+134.6%
+814.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.5% | +1.9% | +0.5% |
| 7D | -1.0% | -5.4% | +4.4% | +1.5% |
| 30D | -0.4% | +6.7% | -7.1% | -3.5% |
| 3M | -0.9% | +19.0% | -19.9% | -9.6% |
| 6M | +22.1% | +34.6% | -12.5% | +4.2% |
| YTD | -8.4% | +28.3% | -36.6% | -20.4% |
| 1Y | -0.9% | +46.0% | -47.0% | -19.8% |
| 3Y | +56.1% | +16.9% | +39.3% | +33.4% |
| 5Y | +136.0% | -32.9% | +168.9% | +167.3% |
| 10Y | +949.3% | +141.6% | +807.7% | +440.8% |
| All | +949.3% | +134.6% | +814.8% | +440.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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