+1,804.4%
APO vs FLR
-11.4%
+1,815.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | 0.0% |
| 7D | -1.0% | +5.4% | -6.4% | -2.4% |
| 30D | +3.5% | +11.4% | -7.9% | -0.1% |
| 3M | +4.5% | +11.4% | -6.9% | +0.5% |
| 6M | +22.8% | +16.6% | +6.1% | +15.3% |
| YTD | -6.5% | +41.7% | -48.2% | -16.9% |
| 1Y | +0.8% | +35.4% | -34.6% | -9.7% |
| 3Y | +62.0% | +57.3% | +4.6% | +35.8% |
| 5Y | +138.2% | +241.0% | -102.7% | +62.2% |
| 10Y | +940.3% | +16.6% | +923.6% | +762.2% |
| All | +1,804.4% | -11.4% | +1,815.8% | +1,535.6% |
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