+241.9%
RCL vs APO
+53.0%
+188.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | -0.5% |
| 7D | -1.2% | +5.8% | -6.9% | -4.0% |
| 30D | +17.8% | +8.9% | +9.0% | +12.8% |
| 3M | +4.9% | -13.6% | +18.6% | +12.7% |
| 6M | +23.7% | -5.4% | +29.1% | +25.6% |
| YTD | +17.8% | -13.6% | +31.5% | +24.8% |
| 1Y | +28.9% | -2.5% | +31.4% | +27.0% |
| 3Y | +241.9% | +50.9% | +191.0% | +195.8% |
| All | +241.9% | +53.0% | +188.9% | +195.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling