+9.0%
APD vs FLNC
-70.4%
+79.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.5% | -3.2% | -0.9% |
| 7D | -3.3% | -4.1% | +0.8% | -3.1% |
| 30D | -4.2% | -24.8% | +20.6% | -2.8% |
| 3M | +5.4% | -59.1% | +64.5% | +10.1% |
| 6M | +6.3% | -42.0% | +48.2% | +7.0% |
| YTD | +20.3% | -49.8% | +70.1% | +21.0% |
| 1Y | +1.6% | +43.1% | -41.5% | -8.1% |
| 3Y | +4.0% | -61.0% | +65.0% | -2.0% |
| All | +9.0% | -70.4% | +79.4% | -5.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling