+16.4%
APA vs FLNC
-63.7%
+80.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.2% | +3.6% | -0.5% |
| 7D | +0.8% | -5.0% | +5.8% | +1.0% |
| 30D | +9.6% | -26.1% | +35.7% | +11.3% |
| 3M | +18.0% | -55.2% | +73.2% | +22.8% |
| 6M | +41.9% | -42.6% | +84.5% | +42.2% |
| YTD | +86.3% | -51.0% | +137.3% | +86.8% |
| 1Y | +97.9% | +43.3% | +54.5% | +68.8% |
| All | +16.4% | -63.7% | +80.1% | -2.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling