+452.5%
RSP vs APO
+1,518.9%
-1,066.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | +0.1% | -0.2% |
| 7D | -1.0% | +0.8% | -1.8% | -1.4% |
| 30D | +2.6% | +1.0% | +1.5% | +2.0% |
| 3M | -0.8% | -8.4% | +7.6% | +1.4% |
| 6M | +6.3% | -9.1% | +15.4% | +8.4% |
| YTD | +14.1% | -18.3% | +32.5% | +19.2% |
| 1Y | +18.0% | -8.0% | +26.0% | +18.6% |
| 3Y | +61.0% | +47.1% | +14.0% | +34.5% |
| 5Y | +45.6% | +67.2% | -21.6% | +13.0% |
| 10Y | +220.2% | +871.8% | -651.7% | +41.1% |
| All | +452.5% | +1,518.9% | -1,066.4% | +95.7% |
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 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