+296.4%
ARM vs APO
+53.8%
+242.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.6% | +4.5% | +4.3% |
| 7D | +5.5% | -1.0% | +6.5% | +6.1% |
| 30D | -8.2% | +3.5% | -11.7% | -10.7% |
| 3M | -35.9% | +4.5% | -40.5% | -38.0% |
| 6M | +103.1% | +22.8% | +80.3% | +74.5% |
| YTD | +130.6% | -6.5% | +137.1% | +135.7% |
| 1Y | +86.1% | +0.8% | +85.2% | +76.2% |
| All | +296.4% | +53.8% | +242.6% | +154.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling