+193.0%
ARM vs APO
+40.6%
+152.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +4.7% | +2.0% | +3.8% |
| 7D | -5.3% | +2.3% | -7.6% | -6.9% |
| 30D | -30.0% | +3.0% | -33.0% | -31.7% |
| 3M | -34.1% | -3.7% | -30.4% | -33.1% |
| 6M | -12.6% | -7.5% | -5.2% | -9.6% |
| YTD | +70.4% | -14.5% | +85.0% | +83.6% |
| 1Y | +22.3% | -6.2% | +28.4% | +22.7% |
| 3Y | +261.2% | +51.9% | +209.3% | +118.2% |
| All | +193.0% | +40.6% | +152.3% | +98.5% |
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