+107.2%
APA vs TECH
+19.5%
+87.7%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.1% | -7.0% | -6.9% |
| 7D | -13.0% | +0.1% | -13.0% | -12.9% |
| 30D | +2.0% | +0.2% | +1.8% | +2.0% |
| 3M | +24.9% | +1.0% | +23.9% | +25.0% |
| 6M | +7.2% | +33.3% | -26.1% | +10.1% |
| YTD | +87.1% | +24.2% | +62.9% | +99.0% |
| 1Y | +107.2% | +19.7% | +87.5% | +120.0% |
| All | +107.2% | +19.5% | +87.7% | +120.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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