+845.7%
APO vs RVTY
+212.9%
+632.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.4% | +0.9% |
| 7D | +8.1% | -2.7% | +10.8% | +9.3% |
| 30D | +3.4% | +3.2% | +0.2% | +1.4% |
| 3M | -6.6% | +37.2% | -43.8% | -20.3% |
| 6M | -7.1% | +57.7% | -64.8% | -26.6% |
| YTD | -14.1% | +64.8% | -79.0% | -34.2% |
| 1Y | -4.7% | +72.8% | -77.5% | -28.8% |
| 3Y | +51.3% | +89.8% | -38.5% | +1.5% |
| 5Y | +82.7% | -8.4% | +91.2% | +76.7% |
| 10Y | +845.7% | +219.5% | +626.2% | +315.5% |
| All | +845.7% | +212.9% | +632.8% | +315.5% |
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