+375.0%
RCL vs APO
+890.3%
-515.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.4% | +0.6% |
| 7D | +8.5% | +8.1% | +0.4% | +3.1% |
| 30D | +20.4% | +3.4% | +17.0% | +17.6% |
| 3M | +11.0% | -6.6% | +17.6% | +15.1% |
| 6M | +24.9% | -7.1% | +31.9% | +28.4% |
| YTD | +23.9% | -14.1% | +38.0% | +31.9% |
| 1Y | +30.8% | -4.7% | +35.5% | +29.5% |
| 3Y | +270.4% | +51.3% | +219.1% | +152.6% |
| 5Y | +296.1% | +82.7% | +213.4% | +128.7% |
| 10Y | +375.0% | +845.7% | -470.7% | +24.2% |
| All | +375.0% | +890.3% | -515.3% | +24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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