+137.0%
APO vs TECH
-41.8%
+178.8%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.3% |
| 7D | +0.1% | +0.2% | -0.1% | 0.0% |
| 30D | +3.9% | +0.1% | +3.7% | +3.8% |
| 3M | +3.8% | +37.5% | -33.7% | -7.4% |
| 6M | +22.3% | +34.6% | -12.3% | +8.2% |
| YTD | -7.8% | +23.5% | -31.3% | -16.1% |
| 1Y | -0.3% | +34.4% | -34.7% | -13.3% |
| 3Y | +57.1% | +2.3% | +54.9% | +43.8% |
| 5Y | +137.0% | -41.7% | +178.7% | +173.3% |
| All | +137.0% | -41.8% | +178.8% | +173.3% |
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