-0.8%
RKT vs APO
+79.1%
-79.9%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.4% | -5.3% | -5.1% |
| 7D | +4.6% | +8.1% | -3.5% | +1.3% |
| 30D | +25.9% | +3.4% | +22.4% | +23.9% |
| 3M | +5.0% | -6.6% | +11.7% | +7.8% |
| 6M | -7.9% | -7.1% | -0.8% | -5.5% |
| YTD | -25.4% | -14.1% | -11.2% | -21.5% |
| 1Y | -15.4% | -4.7% | -10.7% | -14.9% |
| 3Y | +83.3% | +51.3% | +32.0% | +30.3% |
| 5Y | -0.8% | +82.7% | -83.5% | -42.6% |
| All | -0.8% | +79.1% | -79.9% | -42.6% |
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