+4.6%
APO vs FRMI
-79.6%
+84.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.3% | -6.0% | -0.9% |
| 7D | -1.0% | +2.4% | -3.4% | -1.1% |
| 30D | +3.5% | -17.3% | +20.8% | +4.1% |
| 3M | +4.5% | -17.2% | +21.7% | +4.5% |
| 6M | +22.8% | -43.4% | +66.1% | +23.5% |
| YTD | -6.5% | -36.0% | +29.5% | -6.1% |
| All | +4.6% | -79.6% | +84.2% | +2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FRMI.
Daily Out/Under-Performance
Portfolio return minus FRMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRMI 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 1y: compounded portfolio wealth divided by compounded FRMI 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…
1y analysis · Full analysis span regression · 6 months rolling