+5.8%
APD vs TECH
+34.5%
-28.7%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.2% |
| 7D | -2.5% | +0.2% | -2.7% | -2.5% |
| 30D | -1.9% | +0.1% | -2.0% | -1.9% |
| 3M | +8.2% | +37.5% | -29.3% | +6.9% |
| 6M | +10.7% | +34.6% | -23.8% | +9.2% |
| YTD | +22.9% | +23.5% | -0.6% | +22.4% |
| 1Y | +5.8% | +34.4% | -28.6% | +4.1% |
| All | +5.8% | +34.5% | -28.7% | +4.1% |
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