+127.8%
AAPL vs FLR
+238.1%
-110.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.2% | +0.5% | +1.6% |
| 7D | +3.8% | -3.5% | +7.3% | +4.3% |
| 30D | +9.9% | +4.2% | +5.8% | +9.2% |
| 3M | +12.5% | +8.1% | +4.4% | +10.6% |
| 6M | +27.6% | +21.5% | +6.1% | +22.3% |
| YTD | +22.6% | +36.8% | -14.2% | +15.0% |
| 1Y | +45.0% | +31.2% | +13.8% | +36.3% |
| 3Y | +87.8% | +53.9% | +33.9% | +63.4% |
| All | +127.8% | +238.1% | -110.3% | +72.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling