+1,060.6%
FLEX vs APTV
-19.3%
+1,079.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -4.6% | +9.0% | +6.7% |
| 7D | +7.0% | +2.0% | +5.0% | +5.7% |
| 30D | -5.8% | -7.7% | +1.9% | -2.2% |
| 3M | -24.2% | -34.0% | +9.8% | -8.1% |
| 6M | +90.8% | -37.1% | +127.9% | +134.5% |
| YTD | +89.2% | -39.9% | +129.1% | +135.9% |
| 1Y | +104.7% | -44.4% | +149.1% | +165.8% |
| 3Y | +478.1% | -54.5% | +532.6% | +691.6% |
| 5Y | +726.2% | -69.1% | +795.3% | +1,222.1% |
| 10Y | +1,060.6% | -20.0% | +1,080.6% | +1,075.7% |
| All | +1,060.6% | -19.3% | +1,079.9% | +1,075.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 10y: compounded portfolio wealth divided by compounded APTV 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…
10y analysis · Full analysis span regression · 6 months rolling