+10.3%
ARM vs APO
-11.5%
+21.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.4% | +5.2% | +4.9% |
| 7D | -15.2% | +0.8% | -16.0% | -15.4% |
| 30D | -40.7% | +1.0% | -41.7% | -40.9% |
| 3M | -39.1% | -8.4% | -30.7% | -37.0% |
| 6M | -26.4% | -9.1% | -17.3% | -23.4% |
| YTD | +59.7% | -18.3% | +78.1% | +63.6% |
| 1Y | +10.3% | -8.0% | +18.3% | +9.8% |
| All | +10.3% | -11.5% | +21.9% | +9.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling