+81.4%
APO vs FLNC
-70.4%
+151.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.5% | -1.6% | +0.5% |
| 7D | -3.5% | -4.1% | +0.5% | -3.1% |
| 30D | -6.6% | -24.8% | +18.2% | -3.4% |
| 3M | -3.3% | -59.1% | +55.8% | +6.9% |
| 6M | +22.6% | -42.0% | +64.6% | +25.0% |
| YTD | -9.8% | -49.8% | +40.0% | -7.8% |
| 1Y | -3.9% | +43.1% | -47.0% | -18.8% |
| 3Y | +52.5% | -61.0% | +113.4% | +38.2% |
| All | +81.4% | -70.4% | +151.8% | +58.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling