+86.7%
APA vs FLNC
-67.0%
+153.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +6.7% | -4.8% | +1.2% |
| 7D | -1.7% | +6.0% | -7.6% | -2.3% |
| 30D | +15.7% | -16.3% | +32.1% | +17.5% |
| 3M | +16.5% | -54.1% | +70.6% | +24.3% |
| 6M | +35.1% | -25.3% | +60.4% | +31.6% |
| YTD | +82.2% | -44.2% | +126.4% | +80.8% |
| 1Y | +102.5% | +53.1% | +49.3% | +65.9% |
| 3Y | +10.3% | -58.3% | +68.6% | -3.7% |
| All | +86.7% | -67.0% | +153.7% | +55.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling