+83.3%
RKT vs APO
+51.3%
+32.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.4% | -5.3% | -5.0% |
| 7D | +4.6% | +8.1% | -3.5% | +2.6% |
| 30D | +25.9% | +3.4% | +22.4% | +24.6% |
| 3M | +5.0% | -6.6% | +11.7% | +6.7% |
| 6M | -7.9% | -7.1% | -0.8% | -6.5% |
| YTD | -25.4% | -14.1% | -11.2% | -23.1% |
| 1Y | -15.4% | -4.7% | -10.7% | -14.6% |
| 3Y | +83.3% | +51.3% | +32.0% | +52.2% |
| All | +83.3% | +51.3% | +32.0% | +52.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling