+247.2%
ARM vs APO
+51.3%
+195.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.4% | -3.0% | -2.8% |
| 7D | -10.4% | +8.1% | -18.5% | -14.6% |
| 30D | -31.8% | +3.4% | -35.3% | -33.6% |
| 3M | -32.2% | -6.6% | -25.6% | -29.8% |
| 6M | -14.9% | -7.1% | -7.8% | -12.2% |
| YTD | +66.0% | -14.1% | +80.2% | +78.4% |
| 1Y | +17.2% | -4.7% | +21.9% | +16.4% |
| 3Y | +247.2% | +51.3% | +195.9% | +79.8% |
| All | +247.2% | +51.3% | +195.9% | +79.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling