+15.8%
RTX vs APO
-6.0%
+21.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -0.1% |
| 7D | +4.8% | +5.8% | -1.0% | +4.2% |
| 30D | +6.5% | +8.9% | -2.4% | +5.7% |
| 3M | -9.6% | -13.6% | +4.0% | -8.8% |
| 6M | +12.3% | -5.4% | +17.7% | +12.3% |
| YTD | +9.5% | -13.6% | +23.1% | +13.5% |
| 1Y | +15.8% | -2.5% | +18.3% | +18.9% |
| All | +15.8% | -6.0% | +21.8% | +18.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling