+187.8%
APD vs TECH
+204.1%
-16.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +2.0% | +2.0% |
| 7D | -1.6% | +0.2% | -1.8% | -1.6% |
| 30D | +10.6% | +0.5% | +10.1% | +10.5% |
| 3M | +2.5% | +0.9% | +1.7% | +2.3% |
| 6M | +6.0% | +51.0% | -45.1% | -5.4% |
| YTD | +28.4% | +24.4% | +4.1% | +18.6% |
| 1Y | +22.2% | +27.6% | -5.4% | +11.9% |
| 3Y | +26.6% | +29.9% | -3.4% | +9.1% |
| 5Y | +11.8% | -40.6% | +52.4% | +21.6% |
| 10Y | +187.8% | +196.7% | -9.0% | +68.7% |
| All | +187.8% | +204.1% | -16.4% | +68.7% |
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