+5,927.3%
APD vs TECH
+101,053.8%
-95,126.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -0.9% | -1.0% |
| 7D | -2.2% | +0.1% | -2.3% | -2.2% |
| 30D | +2.1% | +0.7% | +1.4% | +2.0% |
| 3M | +7.2% | +36.3% | -29.2% | +2.0% |
| 6M | +11.2% | +25.6% | -14.3% | +6.3% |
| YTD | +24.4% | +23.7% | +0.7% | +18.9% |
| 1Y | +6.7% | +37.6% | -31.0% | 0.0% |
| 3Y | +9.2% | -6.6% | +15.8% | +6.6% |
| 5Y | +27.4% | -42.2% | +69.6% | +31.7% |
| 10Y | +164.8% | +187.6% | -22.7% | +118.2% |
| All | +5,927.3% | +101,053.8% | -95,126.6% | +3,053.3% |
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