-24.1%
RKT vs APO
+190.6%
-214.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -0.7% |
| 7D | -9.0% | +5.8% | -14.7% | -10.9% |
| 30D | +30.2% | +8.9% | +21.3% | +26.0% |
| 3M | -8.8% | -13.6% | +4.8% | -4.0% |
| 6M | -0.9% | -5.4% | +4.4% | +0.8% |
| YTD | -29.2% | -13.6% | -15.5% | -26.0% |
| 1Y | -20.1% | -2.5% | -17.6% | -20.3% |
| 3Y | +81.3% | +50.9% | +30.5% | +39.1% |
| 5Y | -6.6% | +81.4% | -88.0% | -39.8% |
| All | -24.1% | +190.6% | -214.7% | -57.0% |
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 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