+655.6%
APO vs ARMK
+317.2%
+338.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.5% | -4.9% | -2.3% |
| 7D | +0.8% | -2.6% | +3.4% | +1.7% |
| 30D | +1.0% | -5.2% | +6.2% | +2.8% |
| 3M | -8.4% | -6.5% | -1.9% | -6.3% |
| 6M | -9.1% | +15.3% | -24.4% | -15.1% |
| YTD | -18.3% | +43.6% | -61.9% | -30.8% |
| 1Y | -8.0% | +42.1% | -50.0% | -21.7% |
| 3Y | +47.1% | +94.0% | -46.9% | +8.4% |
| 5Y | +67.2% | +96.3% | -29.1% | +21.7% |
| 10Y | +871.8% | +126.7% | +745.2% | +552.4% |
| All | +655.6% | +317.2% | +338.4% | +333.6% |
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