+199.6%
ARM vs APO
+42.1%
+157.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.7% | -6.4% | -5.7% |
| 7D | +9.1% | +5.8% | +3.4% | +5.4% |
| 30D | -19.9% | +8.9% | -28.8% | -24.6% |
| 3M | -31.6% | -13.6% | -18.0% | -25.4% |
| 6M | -13.9% | -5.4% | -8.5% | -12.1% |
| YTD | +74.3% | -13.6% | +87.9% | +86.5% |
| 1Y | +35.8% | -2.5% | +38.3% | +32.6% |
| 3Y | +268.6% | +50.9% | +217.7% | +124.1% |
| All | +199.6% | +42.1% | +157.5% | +101.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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