+854.1%
RCL vs APO
+1,518.9%
-664.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.6% |
| 7D | +6.5% | +0.8% | +5.7% | +6.0% |
| 30D | +15.9% | +1.0% | +14.8% | +15.0% |
| 3M | +2.7% | -8.4% | +11.1% | +7.1% |
| 6M | +15.2% | -9.1% | +24.3% | +19.7% |
| YTD | +19.2% | -18.3% | +37.6% | +30.1% |
| 1Y | +31.6% | -8.0% | +39.6% | +33.4% |
| 3Y | +274.2% | +47.1% | +227.1% | +177.1% |
| 5Y | +250.1% | +67.2% | +182.9% | +135.6% |
| 10Y | +388.4% | +871.8% | -483.4% | +41.6% |
| All | +854.1% | +1,518.9% | -664.8% | +81.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling