+84.2%
APO vs FLNC
-69.8%
+154.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -8.3% | +7.7% | +0.4% |
| 7D | -1.0% | -4.2% | +3.2% | -0.6% |
| 30D | -0.4% | -20.0% | +19.6% | +2.2% |
| 3M | -0.9% | -56.9% | +56.0% | +8.8% |
| 6M | +22.1% | -35.5% | +57.7% | +22.8% |
| YTD | -8.4% | -48.8% | +40.5% | -6.6% |
| 1Y | -0.9% | +49.3% | -50.2% | -16.8% |
| 3Y | +56.1% | -61.8% | +117.9% | +42.3% |
| All | +84.2% | -69.8% | +154.0% | +60.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling