+296.4%
APH vs TECH
-41.4%
+337.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | +11.1% | +0.2% | +10.9% | +11.1% |
| 30D | -7.3% | +0.5% | -7.8% | -7.4% |
| 3M | -6.2% | +1.0% | -7.1% | -6.4% |
| 6M | +24.9% | +54.1% | -29.1% | +10.9% |
| YTD | +18.4% | +24.4% | -6.0% | +9.5% |
| 1Y | +13.0% | +19.3% | -6.3% | +5.6% |
| 3Y | +276.4% | +28.5% | +247.9% | +223.4% |
| 5Y | +296.4% | -41.0% | +337.4% | +338.6% |
| All | +296.4% | -41.4% | +337.8% | +338.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling