+136.0%
APO vs FLR
+245.1%
-109.0%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.2% | +2.5% | +0.3% |
| 7D | -1.0% | -3.1% | +2.1% | -0.1% |
| 30D | -0.4% | +4.9% | -5.3% | -2.0% |
| 3M | -0.9% | +10.8% | -11.7% | -5.5% |
| 6M | +22.1% | +19.7% | +2.5% | +11.5% |
| YTD | -8.4% | +38.4% | -46.7% | -21.1% |
| 1Y | -0.9% | +34.7% | -35.6% | -14.5% |
| 3Y | +56.1% | +56.7% | -0.5% | +20.3% |
| 5Y | +136.0% | +241.6% | -105.6% | +35.0% |
| All | +136.0% | +245.1% | -109.0% | +35.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling