+195.3%
APO vs AFRM
-27.4%
+222.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.1% | +3.5% | +1.0% |
| 7D | +8.1% | -8.4% | +16.5% | +9.8% |
| 30D | +3.4% | -18.3% | +21.7% | +7.0% |
| 3M | -6.6% | -12.7% | +6.1% | -4.8% |
| 6M | -7.1% | +3.0% | -10.1% | -8.5% |
| YTD | -14.1% | -11.4% | -2.8% | -13.9% |
| 1Y | -4.7% | -13.3% | +8.6% | -4.4% |
| 3Y | +51.3% | +194.0% | -142.7% | +17.2% |
| 5Y | +82.7% | -50.6% | +133.3% | +42.8% |
| All | +195.3% | -27.4% | +222.7% | +125.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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