+837.0%
APO vs ARWR
+1,009.4%
-172.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.5% | +3.2% | -0.7% |
| 7D | +3.5% | -17.9% | +21.4% | +6.1% |
| 30D | +4.4% | -18.9% | +23.2% | +7.2% |
| 3M | -12.1% | -46.0% | +33.9% | -4.7% |
| 6M | -7.2% | -40.3% | +33.1% | -1.4% |
| YTD | -15.1% | -29.0% | +13.9% | -12.5% |
| 1Y | -7.7% | +13.8% | -21.5% | -11.9% |
| 3Y | +49.6% | +74.9% | -25.3% | +25.6% |
| 5Y | +78.3% | -36.2% | +114.5% | +64.3% |
| All | +837.0% | +1,009.4% | -172.5% | +555.9% |
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