+57.1%
APO vs TECH
-0.6%
+57.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.4% |
| 7D | +0.1% | +0.2% | -0.1% | +0.1% |
| 30D | +3.9% | +0.1% | +3.7% | +3.8% |
| 3M | +3.8% | +37.5% | -33.7% | -3.9% |
| 6M | +22.3% | +34.6% | -12.3% | +12.8% |
| YTD | -7.8% | +23.5% | -31.3% | -13.1% |
| 1Y | -0.3% | +34.4% | -34.7% | -8.9% |
| 3Y | +57.1% | +2.3% | +54.9% | +58.2% |
| All | +57.1% | -0.6% | +57.7% | +58.2% |
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