+174.6%
ARM vs APO
+34.4%
+140.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.4% | +5.2% | +5.0% |
| 7D | -15.2% | +0.8% | -16.0% | -16.1% |
| 30D | -40.7% | +1.0% | -41.7% | -41.5% |
| 3M | -39.1% | -8.4% | -30.7% | -36.4% |
| 6M | -26.4% | -9.1% | -17.3% | -23.2% |
| YTD | +59.7% | -18.3% | +78.1% | +76.9% |
| 1Y | +10.3% | -8.0% | +18.3% | +11.5% |
| 3Y | +228.9% | +47.1% | +181.8% | +102.2% |
| All | +174.6% | +34.4% | +140.2% | +91.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling