+212.8%
RDDT vs APO
+17.5%
+195.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.7% | +1.1% |
| 7D | +2.1% | -3.5% | +5.7% | +4.3% |
| 30D | +2.8% | -6.6% | +9.4% | +6.9% |
| 3M | -8.9% | -3.3% | -5.7% | -8.3% |
| 6M | +15.1% | +22.6% | -7.5% | -1.8% |
| YTD | -31.4% | -9.8% | -21.6% | -28.6% |
| 1Y | -39.4% | -3.9% | -35.6% | -40.3% |
| All | +212.8% | +17.5% | +195.3% | +176.7% |
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 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