+350.2%
RCL vs APO
+948.0%
-597.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.1% | +0.6% |
| 7D | -0.5% | +0.1% | -0.5% | -0.5% |
| 30D | -17.3% | +3.9% | -21.2% | -19.9% |
| 3M | -2.8% | +3.8% | -6.5% | -6.5% |
| 6M | -4.4% | +22.3% | -26.7% | -18.3% |
| YTD | -4.2% | -7.8% | +3.6% | -2.1% |
| 1Y | -23.4% | -0.3% | -23.0% | -26.7% |
| 3Y | +179.4% | +57.1% | +122.3% | +86.7% |
| 5Y | +238.8% | +137.0% | +101.8% | +63.6% |
| 10Y | +350.2% | +946.8% | -596.7% | +13.7% |
| All | +350.2% | +948.0% | -597.8% | +13.7% |
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