+1,059.7%
APH vs TECH
+187.6%
+872.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +5.0% | +0.1% | +4.8% | +4.9% |
| 30D | -3.9% | +0.7% | -4.6% | -4.1% |
| 3M | +13.0% | +36.3% | -23.4% | +1.6% |
| 6M | +25.2% | +25.6% | -0.4% | +13.7% |
| YTD | +22.9% | +23.7% | -0.8% | +11.7% |
| 1Y | +47.8% | +37.6% | +10.2% | +28.3% |
| 3Y | +283.0% | -6.6% | +289.6% | +264.7% |
| 5Y | +349.7% | -42.2% | +391.9% | +406.7% |
| All | +1,059.7% | +187.6% | +872.2% | +537.3% |
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 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