+65,684.9%
APH vs FLEX
+4,545.3%
+61,139.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -13.6% | +4.3% | -5.5% |
| 7D | -12.7% | -28.3% | +15.6% | -4.1% |
| 30D | -19.2% | -45.0% | +25.9% | -4.7% |
| 3M | -16.7% | -45.2% | +28.6% | -1.7% |
| 6M | +5.1% | -30.8% | +36.0% | +12.1% |
| YTD | +6.6% | +10.4% | -3.9% | -0.8% |
| 1Y | +3.9% | +2.3% | +1.6% | -1.4% |
| 3Y | +246.0% | +238.9% | +7.1% | +131.9% |
| 5Y | +268.0% | +386.0% | -118.0% | +120.8% |
| 10Y | +868.2% | +551.1% | +317.1% | +393.7% |
| All | +65,684.9% | +4,545.3% | +61,139.6% | +22,180.8% |
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