-20.0%
RKT vs APO
+188.9%
-208.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.4% | -5.3% | -5.0% |
| 7D | +4.6% | +8.1% | -3.5% | +1.6% |
| 30D | +25.9% | +3.4% | +22.4% | +24.1% |
| 3M | +5.0% | -6.6% | +11.7% | +7.5% |
| 6M | -7.9% | -7.1% | -0.8% | -5.7% |
| YTD | -25.4% | -14.1% | -11.2% | -21.9% |
| 1Y | -15.4% | -4.7% | -10.7% | -14.9% |
| 3Y | +83.3% | +51.3% | +32.0% | +40.2% |
| 5Y | -0.8% | +82.7% | -83.5% | -36.1% |
| All | -20.0% | +188.9% | -208.9% | -54.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling