+279.0%
APH vs TECH
+29.5%
+249.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | -5.0% | +0.2% | -5.3% | -5.1% |
| 30D | -8.4% | +0.5% | -8.9% | -8.4% |
| 3M | -4.5% | +1.1% | -5.6% | -4.7% |
| 6M | +25.3% | +51.0% | -25.7% | +15.4% |
| YTD | +18.9% | +24.4% | -5.4% | +12.4% |
| 1Y | +11.9% | +27.4% | -15.5% | +5.2% |
| All | +279.0% | +29.5% | +249.5% | +249.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling