+47.8%
APH vs FLUT
-65.9%
+113.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.2% | +3.0% | +0.9% |
| 7D | +5.0% | -1.6% | +6.6% | +5.0% |
| 30D | -3.9% | +7.7% | -11.6% | -4.1% |
| 3M | +13.0% | -0.7% | +13.7% | +12.3% |
| 6M | +25.2% | -11.2% | +36.3% | +25.7% |
| YTD | +22.9% | -53.4% | +76.4% | +34.5% |
| 1Y | +47.8% | -65.8% | +113.6% | +63.7% |
| All | +47.8% | -65.9% | +113.8% | +63.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FLUT.
Daily Out/Under-Performance
Portfolio return minus FLUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLUT 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 FLUT 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