+916.7%
APO vs AFL
+303.3%
+613.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.3% |
| 7D | -3.5% | -1.6% | -1.9% | -2.3% |
| 30D | -6.6% | -4.0% | -2.5% | -3.8% |
| 3M | -3.3% | -0.5% | -2.8% | -3.6% |
| 6M | +22.6% | +6.5% | +16.1% | +15.5% |
| YTD | -9.8% | +6.2% | -16.0% | -15.1% |
| 1Y | -3.9% | +8.3% | -12.2% | -11.2% |
| 3Y | +52.5% | +62.5% | -10.1% | +1.2% |
| 5Y | +134.0% | +136.2% | -2.1% | +16.0% |
| All | +916.7% | +303.3% | +613.4% | +237.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AFL.
Daily Out/Under-Performance
Portfolio return minus AFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFL 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 10y: compounded portfolio wealth divided by compounded AFL 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…
10y analysis · Full analysis span regression · 6 months rolling