+137.9%
APO vs AFRM
-23.1%
+161.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.6% | +2.0% | -0.1% |
| 7D | -1.0% | -7.0% | +5.9% | +0.3% |
| 30D | +3.5% | -7.8% | +11.3% | +5.0% |
| 3M | +4.5% | +5.3% | -0.8% | +2.9% |
| 6M | +22.8% | +42.6% | -19.9% | +13.5% |
| YTD | -6.5% | -2.8% | -3.7% | -7.6% |
| 1Y | +0.8% | -19.3% | +20.1% | +2.3% |
| 3Y | +62.0% | +231.0% | -169.0% | +17.2% |
| All | +137.9% | -23.1% | +161.0% | +75.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling