+35.1%
APD vs FLNC
-69.0%
+104.0%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +10.2% | -8.3% | +1.9% |
| 7D | +3.8% | -2.1% | +5.9% | +3.8% |
| 30D | +14.1% | -20.8% | +34.9% | +14.1% |
| 3M | +8.2% | -61.3% | +69.5% | +8.1% |
| 6M | +7.5% | -50.9% | +58.4% | +8.1% |
| YTD | +31.7% | -69.4% | +101.0% | +32.2% |
| 1Y | +35.1% | -68.4% | +103.5% | +38.0% |
| All | +35.1% | -69.0% | +104.0% | +38.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling