+238.9%
FLR vs AEE
+38.5%
+200.4%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.2% | -1.1% | -2.1% |
| 7D | -6.9% | -0.7% | -6.2% | -6.7% |
| 30D | +1.1% | -2.0% | +3.1% | +1.6% |
| 3M | +14.3% | -2.8% | +17.2% | +14.8% |
| 6M | +19.1% | -3.6% | +22.7% | +19.7% |
| YTD | +35.1% | +7.3% | +27.8% | +32.1% |
| 1Y | +29.5% | +8.7% | +20.8% | +26.0% |
| 3Y | +53.0% | +46.0% | +7.0% | +34.1% |
| 5Y | +238.9% | +39.8% | +199.2% | +181.4% |
| All | +238.9% | +38.5% | +200.4% | +181.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 5y: compounded portfolio wealth divided by compounded AEE 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…
5y analysis · Full analysis span regression · 6 months rolling