+35.8%
ARM vs APO
-6.0%
+41.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.7% | -6.4% | -5.2% |
| 7D | +9.1% | +5.8% | +3.4% | +7.0% |
| 30D | -19.9% | +8.9% | -28.8% | -22.4% |
| 3M | -31.6% | -13.6% | -18.0% | -27.7% |
| 6M | -13.9% | -5.4% | -8.5% | -11.5% |
| YTD | +74.3% | -13.6% | +87.9% | +75.0% |
| 1Y | +35.8% | -2.5% | +38.3% | +31.5% |
| All | +35.8% | -6.0% | +41.8% | +31.5% |
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 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