+51.9%
APO vs RVTY
+90.0%
-38.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +3.6% | +1.1% | +3.7% |
| 7D | +2.3% | +6.0% | -3.7% | +0.5% |
| 30D | +3.0% | +4.3% | -1.3% | +1.5% |
| 3M | -3.7% | +40.2% | -43.9% | -13.4% |
| 6M | -7.5% | +59.3% | -66.8% | -20.8% |
| YTD | -14.5% | +66.5% | -81.1% | -28.3% |
| 1Y | -6.2% | +77.5% | -83.6% | -23.0% |
| 3Y | +51.9% | +92.5% | -40.6% | +26.5% |
| All | +51.9% | +90.0% | -38.1% | +26.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling