+1,641.0%
APO vs RVTY
+559.0%
+1,082.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +3.6% | +1.1% | +3.1% |
| 7D | +2.3% | +6.0% | -3.7% | -0.8% |
| 30D | +3.0% | +4.3% | -1.3% | +0.4% |
| 3M | -3.7% | +40.2% | -43.9% | -18.8% |
| 6M | -7.5% | +59.3% | -66.8% | -27.5% |
| YTD | -14.5% | +66.5% | -81.1% | -35.0% |
| 1Y | -6.2% | +77.5% | -83.6% | -31.0% |
| 3Y | +51.9% | +92.5% | -40.6% | +1.6% |
| 5Y | +76.5% | -6.8% | +83.3% | +66.4% |
| 10Y | +895.2% | +225.4% | +669.9% | +359.1% |
| All | +1,641.0% | +559.0% | +1,082.0% | +469.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling