+845.7%
APO vs ARWR
+1,055.7%
-210.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.5% |
| 7D | +8.1% | -17.7% | +25.8% | +10.8% |
| 30D | +3.4% | -21.9% | +25.4% | +6.8% |
| 3M | -6.6% | -44.5% | +37.9% | +0.9% |
| 6M | -7.1% | -32.6% | +25.5% | -3.0% |
| YTD | -14.1% | -26.2% | +12.0% | -12.0% |
| 1Y | -4.7% | +23.0% | -27.7% | -10.1% |
| 3Y | +51.3% | +81.8% | -30.4% | +26.4% |
| 5Y | +82.7% | -36.0% | +118.8% | +68.2% |
| 10Y | +845.7% | +1,039.5% | -193.8% | +559.0% |
| All | +845.7% | +1,055.7% | -210.0% | +559.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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