+28.4%
FLEX vs APO
-4.6%
+33.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.2% | +3.6% | +3.7% |
| 7D | +2.2% | +0.2% | +2.1% | +2.2% |
| 30D | -32.6% | +3.1% | -35.8% | -32.7% |
| 3M | -35.5% | -12.0% | -23.5% | -33.4% |
| 6M | -45.6% | -5.0% | -40.6% | -44.7% |
| YTD | +30.7% | -14.0% | +44.7% | +38.5% |
| 1Y | +28.4% | -5.9% | +34.3% | +26.9% |
| All | +28.4% | -4.6% | +33.0% | +26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 1y: compounded portfolio wealth divided by compounded APO 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…
1y analysis · Full analysis span regression · 6 months rolling