+78.7%
APO vs AFRM
-56.8%
+135.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.1% | +2.9% | +2.0% |
| 7D | +5.8% | -4.4% | +10.2% | +6.7% |
| 30D | +8.9% | -7.7% | +16.5% | +10.5% |
| 3M | -13.6% | -16.9% | +3.2% | -10.9% |
| 6M | -5.4% | +2.5% | -7.9% | -6.9% |
| YTD | -13.6% | -12.5% | -1.1% | -13.2% |
| 1Y | -2.5% | -11.0% | +8.5% | -2.6% |
| 3Y | +50.9% | +184.6% | -133.7% | +11.6% |
| All | +78.7% | -56.8% | +135.5% | +34.4% |
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