+1,116.7%
FLEX vs APO
+1,518.9%
-402.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.4% | +5.0% | +4.8% |
| 7D | -19.3% | +0.8% | -20.1% | -20.2% |
| 30D | -41.5% | +1.0% | -42.6% | -42.2% |
| 3M | -43.1% | -8.4% | -34.7% | -41.5% |
| 6M | -48.2% | -9.1% | -39.1% | -46.7% |
| YTD | +15.5% | -18.3% | +33.8% | +22.5% |
| 1Y | +10.2% | -8.0% | +18.2% | +10.6% |
| 3Y | +256.8% | +47.1% | +209.8% | +185.7% |
| 5Y | +408.2% | +67.2% | +341.0% | +272.5% |
| 10Y | +580.8% | +871.8% | -291.0% | +145.2% |
| All | +1,116.7% | +1,518.9% | -402.2% | +232.2% |
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