+33.9%
AAPL vs FLR
+31.2%
+2.7%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.3% | -0.2% | -2.4% |
| 7D | +0.1% | +5.4% | -5.3% | -0.1% |
| 30D | +3.0% | +11.4% | -8.4% | +2.5% |
| 3M | +2.9% | +11.4% | -8.5% | +2.2% |
| 6M | +22.1% | +16.6% | +5.5% | +19.8% |
| YTD | +18.0% | +41.7% | -23.7% | +13.9% |
| 1Y | +33.9% | +35.4% | -1.5% | +29.7% |
| All | +33.9% | +31.2% | +2.7% | +29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 FLR 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