+1,648.7%
APO vs FLUT
+103.6%
+1,545.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.3% |
| 7D | +8.1% | -1.5% | +9.6% | +8.3% |
| 30D | +3.4% | +3.4% | 0.0% | +2.8% |
| 3M | -6.6% | -12.5% | +5.8% | -5.1% |
| 6M | -7.1% | -18.5% | +11.4% | -5.0% |
| YTD | -14.1% | -61.6% | +47.5% | -2.2% |
| 1Y | -4.7% | -64.1% | +59.4% | +9.5% |
| 3Y | +51.3% | -44.5% | +95.8% | +65.8% |
| 5Y | +82.7% | -51.3% | +134.0% | +97.2% |
| 10Y | +845.7% | -25.6% | +871.3% | +888.1% |
| All | +1,648.7% | +103.6% | +1,545.0% | +1,714.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling