+69.8%
APA vs TECH
-40.1%
+109.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.5% | +2.6% |
| 7D | -15.5% | +0.2% | -15.7% | -15.5% |
| 30D | +2.4% | +0.3% | +2.0% | +2.3% |
| 3M | +22.8% | +1.3% | +21.5% | +22.4% |
| 6M | +17.9% | +54.0% | -36.0% | +4.9% |
| YTD | +87.7% | +24.3% | +63.4% | +74.4% |
| 1Y | +94.2% | +25.8% | +68.4% | +79.3% |
| 3Y | +27.2% | +26.0% | +1.2% | +10.7% |
| All | +69.8% | -40.1% | +109.9% | +70.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling