-2.7%
APO vs ARMK
+49.9%
-52.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.1% | -2.3% |
| 7D | -4.9% | -0.9% | -4.0% | -4.6% |
| 30D | -8.4% | -5.9% | -2.5% | -6.5% |
| 3M | -2.1% | +6.7% | -8.8% | -4.4% |
| 6M | +19.2% | +42.5% | -23.3% | +5.4% |
| YTD | -10.5% | +55.1% | -65.7% | -26.0% |
| 1Y | -2.7% | +50.3% | -53.0% | -17.0% |
| All | -2.7% | +49.9% | -52.6% | -17.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling