+4.4%
APA vs TECH
+187.7%
-183.3%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +1.9% | +2.0% |
| 7D | +9.6% | +0.2% | +9.4% | +9.5% |
| 30D | -0.2% | +0.5% | -0.7% | -0.4% |
| 3M | +19.8% | +1.0% | +18.9% | +19.5% |
| 6M | +30.1% | +54.1% | -24.0% | +13.4% |
| YTD | +100.4% | +24.4% | +76.0% | +82.9% |
| 1Y | +105.2% | +19.3% | +85.9% | +89.5% |
| 3Y | +44.6% | +28.5% | +16.1% | +23.4% |
| 5Y | +88.8% | -41.0% | +129.8% | +105.2% |
| All | +4.4% | +187.7% | -183.3% | -32.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling