+946.8%
APO vs FLUT
-9.2%
+956.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.0% | -1.5% |
| 7D | +0.1% | +3.8% | -3.7% | -0.7% |
| 30D | +3.9% | +6.3% | -2.4% | +2.5% |
| 3M | +3.8% | -4.0% | +7.8% | +4.0% |
| 6M | +22.3% | -10.3% | +32.6% | +23.7% |
| YTD | -7.8% | -53.2% | +45.4% | +5.6% |
| 1Y | -0.3% | -65.0% | +64.7% | +20.1% |
| 3Y | +57.1% | -43.9% | +101.0% | +74.4% |
| 5Y | +137.0% | -49.2% | +186.2% | +153.6% |
| 10Y | +946.8% | -9.2% | +956.0% | +934.3% |
| All | +946.8% | -9.2% | +956.0% | +934.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling