-7.2%
RKT vs APO
+134.3%
-141.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.4% | -1.2% |
| 7D | +6.0% | +0.1% | +5.9% | +6.0% |
| 30D | +0.7% | +3.9% | -3.2% | -0.8% |
| 3M | +11.8% | +3.8% | +8.1% | +9.9% |
| 6M | -7.6% | +22.3% | -29.9% | -14.8% |
| YTD | -28.7% | -7.8% | -20.9% | -27.0% |
| 1Y | -32.6% | -0.3% | -32.2% | -33.4% |
| 3Y | +42.1% | +57.1% | -15.0% | +2.2% |
| 5Y | -7.2% | +137.0% | -144.1% | -50.7% |
| All | -7.2% | +134.3% | -141.5% | -50.7% |
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 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