+53.9%
RGTI vs APO
+177.7%
-123.8%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.0% | -3.0% |
| 7D | +2.5% | -1.0% | +3.5% | +3.4% |
| 30D | -13.7% | -0.4% | -13.3% | -13.7% |
| 3M | -22.6% | -0.9% | -21.7% | -22.7% |
| 6M | -13.4% | +22.1% | -35.6% | -30.3% |
| YTD | -31.2% | -8.4% | -22.8% | -27.3% |
| 1Y | -7.6% | -0.9% | -6.7% | -10.3% |
| 3Y | +669.7% | +56.1% | +613.6% | +419.1% |
| 5Y | +57.0% | +136.0% | -79.0% | -18.0% |
| All | +53.9% | +177.7% | -123.8% | -19.5% |
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