+114,578.9%
APH vs TECH
+11,407.5%
+103,171.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.1% | -9.2% | -9.3% |
| 7D | -12.7% | -0.1% | -12.7% | -12.7% |
| 30D | -19.2% | +0.3% | -19.5% | -19.2% |
| 3M | -16.7% | +1.0% | -17.7% | -16.9% |
| 6M | +5.1% | +28.6% | -23.4% | -2.0% |
| YTD | +6.6% | +24.1% | -17.5% | -0.7% |
| 1Y | +3.9% | +21.9% | -18.0% | -2.9% |
| 3Y | +246.0% | +25.7% | +220.3% | +211.1% |
| 5Y | +268.0% | -40.2% | +308.2% | +288.9% |
| 10Y | +868.2% | +210.1% | +658.2% | +594.9% |
| All | +114,578.9% | +11,407.5% | +103,171.3% | +49,712.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling