+56.8%
RGTI vs APO
+132.8%
-76.0%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | -0.1% |
| 7D | +0.5% | -3.5% | +4.0% | +3.9% |
| 30D | -17.1% | -6.6% | -10.5% | -11.7% |
| 3M | -26.0% | -3.3% | -22.7% | -24.4% |
| 6M | -9.9% | +22.6% | -32.5% | -28.3% |
| YTD | -31.1% | -9.8% | -21.3% | -26.0% |
| 1Y | -8.5% | -3.9% | -4.6% | -8.8% |
| 3Y | +652.2% | +52.5% | +599.8% | +404.0% |
| All | +56.8% | +132.8% | -76.0% | -21.0% |
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