+11.3%
APH vs TECH
+26.2%
-14.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +0.4% | +0.1% | +0.3% | +0.4% |
| 30D | -8.0% | +0.3% | -8.3% | -8.0% |
| 3M | -5.0% | +1.0% | -6.0% | -5.1% |
| 6M | +29.9% | +54.0% | -24.1% | +21.2% |
| YTD | +18.0% | +24.3% | -6.4% | +12.0% |
| 1Y | +11.3% | +23.7% | -12.4% | +5.9% |
| All | +11.3% | +26.2% | -14.9% | +5.9% |
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