+54.2%
RGTI vs APO
+173.5%
-119.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | -0.1% |
| 7D | +0.5% | -3.5% | +4.0% | +3.8% |
| 30D | -17.1% | -6.6% | -10.5% | -11.8% |
| 3M | -26.0% | -3.3% | -22.7% | -24.4% |
| 6M | -9.9% | +22.6% | -32.5% | -27.7% |
| YTD | -31.1% | -9.8% | -21.3% | -26.1% |
| 1Y | -8.5% | -3.9% | -4.6% | -8.6% |
| 3Y | +652.2% | +52.5% | +599.8% | +418.3% |
| 5Y | +56.8% | +134.0% | -77.2% | -17.0% |
| All | +54.2% | +173.5% | -119.2% | -18.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling