+845.7%
APO vs TECH
+190.5%
+655.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.5% | +0.4% |
| 7D | +8.1% | +0.2% | +7.9% | +8.0% |
| 30D | +3.4% | +0.5% | +3.0% | +3.3% |
| 3M | -6.6% | +1.1% | -7.7% | -7.0% |
| 6M | -7.1% | +51.0% | -58.1% | -22.0% |
| YTD | -14.1% | +24.4% | -38.5% | -23.6% |
| 1Y | -4.7% | +27.4% | -32.1% | -16.2% |
| 3Y | +51.3% | +28.5% | +22.8% | +21.8% |
| 5Y | +82.7% | -40.9% | +123.6% | +109.2% |
| 10Y | +845.7% | +192.5% | +653.2% | +363.8% |
| All | +845.7% | +190.5% | +655.2% | +363.8% |
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 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