+946.8%
APO vs ARMK
+136.6%
+810.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.4% | -2.8% | -2.0% |
| 7D | +0.1% | +1.7% | -1.6% | -0.6% |
| 30D | +3.9% | +3.1% | +0.7% | +2.5% |
| 3M | +3.8% | +9.2% | -5.5% | -0.2% |
| 6M | +22.3% | +43.7% | -21.4% | +4.5% |
| YTD | -7.8% | +57.4% | -65.2% | -24.4% |
| 1Y | -0.3% | +51.9% | -52.2% | -17.1% |
| 3Y | +57.1% | +125.4% | -68.3% | +9.3% |
| 5Y | +137.0% | +149.1% | -12.1% | +57.9% |
| 10Y | +946.8% | +135.4% | +811.4% | +621.8% |
| All | +946.8% | +136.6% | +810.2% | +621.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ARMK.
Daily Out/Under-Performance
Portfolio return minus ARMK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARMK 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 ARMK 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