+180.6%
RCL vs APO
+62.1%
+118.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.2% |
| 7D | -5.1% | -1.0% | -4.1% | -4.7% |
| 30D | -19.0% | +3.5% | -22.5% | -20.8% |
| 3M | -9.6% | +4.5% | -14.1% | -12.5% |
| 6M | -6.7% | +22.8% | -29.5% | -17.9% |
| YTD | -3.9% | -6.5% | +2.6% | -2.0% |
| 1Y | -25.1% | +0.8% | -25.9% | -27.6% |
| All | +180.6% | +62.1% | +118.5% | +118.5% |
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