+905.9%
APA vs TECH
+101,598.5%
-100,692.6%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | -5.5% | +0.2% | -5.8% | -5.6% |
| 30D | -1.2% | +0.5% | -1.7% | -1.2% |
| 3M | +10.6% | +1.1% | +9.5% | +10.4% |
| 6M | +28.4% | +51.0% | -22.6% | +20.0% |
| YTD | +89.7% | +24.4% | +65.4% | +81.1% |
| 1Y | +90.6% | +27.4% | +63.1% | +81.0% |
| 3Y | +36.9% | +28.5% | +8.4% | +28.1% |
| 5Y | +83.2% | -40.9% | +124.1% | +89.3% |
| 10Y | -0.1% | +192.5% | -192.6% | -16.3% |
| All | +905.9% | +101,598.5% | -100,692.6% | +502.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling