-26.3%
APH vs TECH
+36.9%
-63.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +0.2% | -48.0% | -47.8% |
| 7D | -48.7% | -0.1% | -48.6% | -48.7% |
| 30D | -51.9% | +0.7% | -52.6% | -52.0% |
| 3M | -43.6% | +36.3% | -79.9% | -46.3% |
| 6M | -37.5% | +25.6% | -63.1% | -40.3% |
| YTD | -38.6% | +23.7% | -62.3% | -41.2% |
| 1Y | -26.3% | +37.6% | -64.0% | -29.8% |
| All | -26.3% | +36.9% | -63.3% | -29.8% |
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