+275.2%
RTX vs APO
+948.0%
-672.8%
-52.0%
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% | -0.5% |
| 7D | -3.1% | +0.1% | -3.2% | -3.1% |
| 30D | -10.6% | +3.9% | -14.4% | -11.9% |
| 3M | +11.6% | +3.8% | +7.9% | +9.7% |
| 6M | -4.5% | +22.3% | -26.8% | -11.6% |
| YTD | +9.6% | -7.8% | +17.4% | +10.6% |
| 1Y | +30.8% | -0.3% | +31.2% | +27.8% |
| 3Y | +152.8% | +57.1% | +95.7% | +97.9% |
| 5Y | +167.1% | +137.0% | +30.1% | +66.5% |
| 10Y | +275.2% | +946.8% | -671.7% | +31.7% |
| All | +275.2% | +948.0% | -672.8% | +31.7% |
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 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