+50.9%
APO vs FLUT
-45.9%
+96.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.8% | +2.1% |
| 7D | +5.8% | -0.7% | +6.5% | +5.9% |
| 30D | +8.9% | +9.3% | -0.4% | +5.4% |
| 3M | -13.6% | -17.5% | +3.8% | -8.7% |
| 6M | -5.4% | -14.6% | +9.2% | -2.8% |
| YTD | -13.6% | -62.3% | +48.6% | +21.4% |
| 1Y | -2.5% | -59.6% | +57.2% | +33.4% |
| 3Y | +50.9% | -45.3% | +96.2% | +103.3% |
| All | +50.9% | -45.9% | +96.8% | +103.3% |
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 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