+180.9%
APO vs AFRM
-25.1%
+206.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.2% | +1.8% | -0.1% |
| 7D | +0.8% | -7.3% | +8.1% | +2.2% |
| 30D | +1.0% | -9.6% | +10.6% | +2.7% |
| 3M | -8.4% | -11.1% | +2.7% | -6.9% |
| 6M | -9.1% | +3.9% | -13.0% | -10.7% |
| YTD | -18.3% | -8.5% | -9.8% | -18.5% |
| 1Y | -8.0% | +3.3% | -11.2% | -10.4% |
| 3Y | +47.1% | +213.7% | -166.7% | +12.4% |
| 5Y | +67.2% | -58.5% | +125.7% | +31.4% |
| All | +180.9% | -25.1% | +206.0% | +113.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling