+379.0%
RCL vs APO
+903.0%
-524.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +4.7% | -1.7% | 0.0% |
| 7D | +5.0% | +2.3% | +2.7% | +3.3% |
| 30D | +19.4% | +3.0% | +16.4% | +16.9% |
| 3M | +5.9% | -3.7% | +9.6% | +7.4% |
| 6M | +23.8% | -7.5% | +31.3% | +27.7% |
| YTD | +22.8% | -14.5% | +37.3% | +31.2% |
| 1Y | +34.3% | -6.2% | +40.4% | +34.3% |
| 3Y | +276.4% | +51.9% | +224.5% | +156.2% |
| 5Y | +281.6% | +76.5% | +205.1% | +125.8% |
| 10Y | +379.0% | +895.2% | -516.2% | +24.2% |
| All | +379.0% | +903.0% | -524.0% | +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