+24.9%
APH vs FLNC
-79.1%
+104.0%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -6.8% | +7.2% | +1.5% |
| 7D | +11.1% | -7.1% | +18.2% | +12.4% |
| 30D | -7.3% | -30.2% | +22.9% | -2.4% |
| 3M | -6.2% | -64.1% | +58.0% | +7.5% |
| 6M | +24.9% | -77.7% | +102.7% | +48.5% |
| All | +24.9% | -79.1% | +104.0% | +48.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling