+949.3%
APO vs TECH
+179.6%
+769.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -1.0% | -0.1% | -0.9% | -1.0% |
| 30D | -0.4% | +0.3% | -0.7% | -0.5% |
| 3M | -0.9% | +32.9% | -33.8% | -12.2% |
| 6M | +22.1% | +32.1% | -9.9% | +6.6% |
| YTD | -8.4% | +23.4% | -31.8% | -18.2% |
| 1Y | -0.9% | +34.1% | -35.0% | -15.7% |
| 3Y | +56.1% | +2.2% | +54.0% | +40.3% |
| 5Y | +136.0% | -41.8% | +177.8% | +170.8% |
| 10Y | +949.3% | +188.9% | +760.4% | +425.1% |
| All | +949.3% | +179.6% | +769.8% | +425.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling