+1,809.6%
FLEX vs APO
+1,753.5%
+56.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.8% |
| 7D | -0.9% | -1.0% | +0.1% | -0.5% |
| 30D | -10.1% | +3.5% | -13.6% | -11.9% |
| 3M | -31.3% | +4.5% | -35.9% | -33.2% |
| 6M | +71.3% | +22.8% | +48.5% | +53.6% |
| YTD | +81.2% | -6.5% | +87.7% | +82.3% |
| 1Y | +98.5% | +0.8% | +97.7% | +91.7% |
| 3Y | +428.2% | +62.0% | +366.3% | +306.6% |
| 5Y | +657.3% | +138.2% | +519.0% | +377.4% |
| 10Y | +995.9% | +940.3% | +55.7% | +282.4% |
| All | +1,809.6% | +1,753.5% | +56.1% | +394.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling