+204.4%
RSP vs APO
+948.0%
-743.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.4% | -0.6% |
| 7D | -0.4% | +0.1% | -0.5% | -0.4% |
| 30D | -1.5% | +3.9% | -5.4% | -2.9% |
| 3M | +4.8% | +3.8% | +1.0% | +3.0% |
| 6M | +10.3% | +22.3% | -12.0% | +2.1% |
| YTD | +14.1% | -7.8% | +21.9% | +15.3% |
| 1Y | +17.0% | -0.3% | +17.3% | +14.5% |
| 3Y | +54.2% | +57.1% | -2.9% | +24.0% |
| 5Y | +51.5% | +137.0% | -85.5% | +1.3% |
| 10Y | +204.4% | +946.8% | -742.4% | +27.3% |
| All | +204.4% | +948.0% | -743.6% | +27.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling