+214.0%
ARM vs APO
+44.5%
+169.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.1% | -4.5% | -8.6% | -10.4% |
| 7D | -27.1% | -1.1% | -26.0% | -26.9% |
| 30D | -44.9% | +1.1% | -46.0% | -45.7% |
| 3M | -39.3% | -9.2% | -30.1% | -36.2% |
| 6M | -20.2% | -9.2% | -10.9% | -16.6% |
| YTD | +52.5% | -18.0% | +70.5% | +68.4% |
| 1Y | +4.1% | -10.9% | +14.9% | +7.7% |
| All | +214.0% | +44.5% | +169.5% | +59.0% |
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