+51.9%
APO vs FLUT
-46.0%
+97.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.4% | +4.3% | +4.5% |
| 7D | +2.3% | -6.5% | +8.8% | +4.6% |
| 30D | +3.0% | +2.8% | +0.2% | +1.8% |
| 3M | -3.7% | -13.5% | +9.8% | +0.2% |
| 6M | -7.5% | -19.0% | +11.5% | -2.9% |
| YTD | -14.5% | -61.9% | +47.3% | +19.7% |
| 1Y | -6.2% | -63.2% | +57.1% | +32.6% |
| 3Y | +51.9% | -46.0% | +97.9% | +105.1% |
| All | +51.9% | -46.0% | +97.9% | +105.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling