+47.1%
APO vs ARWR
+105.6%
-58.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.2% | -1.7% | -0.6% |
| 7D | +0.8% | -2.9% | +3.7% | +1.3% |
| 30D | +1.0% | -5.4% | +6.4% | +1.8% |
| 3M | -8.4% | -32.2% | +23.8% | -3.5% |
| 6M | -9.1% | -26.5% | +17.4% | -6.0% |
| YTD | -18.3% | -12.4% | -5.9% | -18.2% |
| 1Y | -8.0% | +46.9% | -54.9% | -15.8% |
| 3Y | +47.1% | +116.0% | -68.9% | +14.0% |
| All | +47.1% | +105.6% | -58.5% | +14.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling