+76.5%
APO vs FLUT
-53.8%
+130.2%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.4% | +4.3% | +4.6% |
| 7D | +2.3% | -6.5% | +8.8% | +4.2% |
| 30D | +3.0% | +2.8% | +0.2% | +2.0% |
| 3M | -3.7% | -13.5% | +9.8% | -0.4% |
| 6M | -7.5% | -19.0% | +11.5% | -3.5% |
| YTD | -14.5% | -61.9% | +47.3% | +11.4% |
| 1Y | -6.2% | -63.2% | +57.1% | +23.1% |
| 3Y | +51.9% | -46.0% | +97.9% | +80.5% |
| 5Y | +76.5% | -51.8% | +128.2% | +90.4% |
| All | +76.5% | -53.8% | +130.2% | +90.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling