+76.5%
APO vs TECH
-41.1%
+117.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.1% | +4.6% | +4.6% |
| 7D | +2.3% | +0.2% | +2.1% | +2.2% |
| 30D | +3.0% | +0.5% | +2.5% | +2.8% |
| 3M | -3.7% | +0.9% | -4.6% | -4.0% |
| 6M | -7.5% | +51.0% | -58.5% | -20.3% |
| YTD | -14.5% | +24.4% | -38.9% | -22.4% |
| 1Y | -6.2% | +27.6% | -33.7% | -15.8% |
| 3Y | +51.9% | +29.9% | +22.0% | +23.0% |
| 5Y | +76.5% | -40.6% | +117.1% | +103.9% |
| All | +76.5% | -41.1% | +117.6% | +103.9% |
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