+765.1%
APO vs ARMK
+350.8%
+414.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.2% |
| 7D | -1.0% | -2.4% | +1.4% | -0.1% |
| 30D | +3.5% | 0.0% | +3.4% | +3.4% |
| 3M | +4.5% | +6.7% | -2.1% | +1.6% |
| 6M | +22.8% | +38.8% | -16.0% | +6.4% |
| YTD | -6.5% | +55.2% | -61.7% | -22.9% |
| 1Y | +0.8% | +46.6% | -45.8% | -14.9% |
| 3Y | +62.0% | +112.9% | -50.9% | +15.3% |
| 5Y | +138.2% | +144.0% | -5.7% | +59.9% |
| 10Y | +940.3% | +132.4% | +807.8% | +594.6% |
| All | +765.1% | +350.8% | +414.3% | +383.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling