+267.0%
RTX vs APO
+821.0%
-554.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.3% | -0.2% | -1.0% |
| 7D | +3.4% | +3.5% | -0.1% | +2.3% |
| 30D | +8.4% | +4.4% | +4.0% | +6.6% |
| 3M | -10.7% | -12.1% | +1.4% | -7.4% |
| 6M | +11.7% | -7.2% | +19.0% | +13.3% |
| YTD | +9.3% | -15.1% | +24.4% | +12.9% |
| 1Y | +13.3% | -7.7% | +20.9% | +13.5% |
| 3Y | +156.1% | +49.6% | +106.5% | +103.4% |
| 5Y | +148.5% | +78.3% | +70.3% | +75.0% |
| All | +267.0% | +821.0% | -554.0% | +46.4% |
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