+10,044.3%
APH vs FLR
+482.5%
+9,561.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +3.3% | +0.8% | +3.2% |
| 7D | -5.9% | -0.8% | -5.1% | -5.6% |
| 30D | -14.8% | -9.1% | -5.7% | -12.3% |
| 3M | -12.4% | -4.7% | -7.8% | -11.7% |
| 6M | +8.1% | -14.2% | +22.3% | +11.8% |
| YTD | +10.9% | +17.3% | -6.3% | +5.0% |
| 1Y | +8.8% | +4.3% | +4.5% | +6.3% |
| 3Y | +262.1% | +30.7% | +231.3% | +220.7% |
| 5Y | +283.1% | +101.3% | +181.8% | +190.6% |
| 10Y | +908.1% | +12.4% | +895.7% | +625.7% |
| All | +10,044.3% | +482.5% | +9,561.8% | +3,895.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 FLR 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