+35,208.8%
APH vs FLEX
+7,523.3%
+27,685.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +0.2% | -48.0% | -47.9% |
| 7D | -48.7% | -5.0% | -43.7% | -48.0% |
| 30D | -51.9% | -10.1% | -41.8% | -50.5% |
| 3M | -43.6% | -31.3% | -12.2% | -37.9% |
| 6M | -37.5% | +71.3% | -108.8% | -48.5% |
| YTD | -38.6% | +81.2% | -119.9% | -50.1% |
| 1Y | -26.3% | +98.5% | -124.8% | -41.8% |
| 3Y | +89.2% | +428.2% | -339.0% | +11.9% |
| 5Y | +119.8% | +657.3% | -537.5% | +16.6% |
| 10Y | +454.3% | +995.9% | -541.7% | +144.8% |
| All | +35,208.8% | +7,523.3% | +27,685.5% | +10,334.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling