+33.9%
AAPL vs FLNC
+53.3%
-19.4%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.5% | -4.0% | -2.5% |
| 7D | +0.1% | -4.9% | +5.0% | +0.2% |
| 30D | +3.0% | -27.3% | +30.2% | +3.5% |
| 3M | +2.9% | -61.9% | +64.8% | +4.9% |
| 6M | +22.1% | -34.5% | +56.6% | +22.1% |
| YTD | +18.0% | -47.7% | +65.7% | +17.7% |
| 1Y | +33.9% | +53.3% | -19.4% | +19.0% |
| All | +33.9% | +53.3% | -19.4% | +19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FLNC.
Daily Out/Under-Performance
Portfolio return minus FLNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLNC 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 FLNC 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