+261.1%
RCL vs APO
+67.1%
+194.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.7% |
| 7D | +6.5% | +0.8% | +5.7% | +5.9% |
| 30D | +15.9% | +1.0% | +14.8% | +14.9% |
| 3M | +2.7% | -8.4% | +11.1% | +7.4% |
| 6M | +15.2% | -9.1% | +24.3% | +19.9% |
| YTD | +19.2% | -18.3% | +37.6% | +31.5% |
| 1Y | +31.6% | -8.0% | +39.6% | +33.2% |
| 3Y | +274.2% | +47.1% | +227.1% | +149.1% |
| All | +261.1% | +67.1% | +194.1% | +96.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling