+13.0%
APH vs FLEX
+21.6%
-8.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +12.0% | -3.8% | +4.1% |
| 7D | +1.1% | -7.2% | +8.3% | +3.3% |
| 30D | -7.5% | -34.8% | +27.3% | +4.5% |
| 3M | -4.4% | -35.6% | +31.1% | +8.2% |
| 6M | +26.5% | -45.0% | +71.5% | +47.5% |
| YTD | +20.0% | +29.4% | -9.3% | -4.3% |
| All | +13.0% | +21.6% | -8.6% | -8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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