+946.8%
APO vs ARWR
+1,075.6%
-128.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | 0.0% | -1.2% |
| 7D | +0.1% | +2.9% | -2.8% | -0.3% |
| 30D | +3.9% | -2.9% | +6.8% | +4.2% |
| 3M | +3.8% | +15.2% | -11.5% | +1.2% |
| 6M | +22.3% | +42.3% | -20.0% | +15.3% |
| YTD | -7.8% | +28.2% | -36.0% | -12.0% |
| 1Y | -0.3% | +213.2% | -213.6% | -17.3% |
| 3Y | +57.1% | +184.6% | -127.5% | +24.3% |
| 5Y | +137.0% | +29.2% | +107.7% | +99.8% |
| 10Y | +946.8% | +1,012.5% | -65.7% | +593.1% |
| All | +946.8% | +1,075.6% | -128.7% | +593.1% |
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