+441.1%
RTX vs APO
+1,601.9%
-1,160.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.4% | +1.6% | +1.9% |
| 7D | -1.7% | +8.1% | -9.8% | -4.2% |
| 30D | +7.7% | +3.4% | +4.2% | +6.3% |
| 3M | -10.3% | -6.6% | -3.7% | -9.0% |
| 6M | +14.6% | -7.1% | +21.7% | +16.1% |
| YTD | +10.4% | -14.1% | +24.5% | +13.3% |
| 1Y | +13.5% | -4.7% | +18.2% | +12.6% |
| 3Y | +158.6% | +51.3% | +107.3% | +110.4% |
| 5Y | +147.3% | +82.7% | +64.5% | +80.3% |
| 10Y | +268.6% | +845.7% | -577.1% | +54.4% |
| All | +441.1% | +1,601.9% | -1,160.8% | +76.8% |
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