+91.7%
APA vs FLNC
-70.4%
+162.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.5% | -2.0% | +0.2% |
| 7D | +4.6% | -4.1% | +8.6% | +4.9% |
| 30D | +11.9% | -24.8% | +36.7% | +14.8% |
| 3M | +22.5% | -59.1% | +81.6% | +32.4% |
| 6M | +37.5% | -42.0% | +79.5% | +38.0% |
| YTD | +87.2% | -49.8% | +137.0% | +87.5% |
| 1Y | +101.4% | +43.1% | +58.4% | +65.6% |
| 3Y | +16.9% | -61.0% | +77.9% | +2.2% |
| All | +91.7% | -70.4% | +162.1% | +60.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling