+270.9%
APH vs TECH
+29.6%
+241.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.8% | -1.8% |
| 7D | +4.9% | +0.1% | +4.7% | +4.9% |
| 30D | -5.4% | +0.5% | -5.9% | -5.5% |
| 3M | -5.5% | +1.1% | -6.6% | -5.6% |
| 6M | +25.9% | +62.8% | -36.9% | +14.4% |
| YTD | +16.4% | +24.5% | -8.1% | +10.0% |
| 1Y | +16.5% | +20.6% | -4.2% | +10.8% |
| 3Y | +270.9% | +29.5% | +241.4% | +242.2% |
| All | +270.9% | +29.6% | +241.2% | +242.2% |
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