-23.5%
RKT vs APO
-7.7%
-15.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.3% | -3.8% | -4.5% |
| 7D | -7.5% | +3.5% | -11.0% | -8.8% |
| 30D | +26.6% | +4.4% | +22.2% | +24.1% |
| 3M | -2.4% | -12.1% | +9.7% | +2.1% |
| 6M | -7.4% | -7.2% | -0.1% | -5.2% |
| YTD | -29.2% | -15.1% | -14.1% | -22.6% |
| 1Y | -23.5% | -7.7% | -15.9% | -20.7% |
| All | -23.5% | -7.7% | -15.8% | -20.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling