+1,628.9%
APO vs TECH
+363.0%
+1,265.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.4% | -1.3% |
| 7D | +3.5% | +0.2% | +3.2% | +3.4% |
| 30D | +4.4% | +0.5% | +3.9% | +4.2% |
| 3M | -12.1% | +1.0% | -13.0% | -12.4% |
| 6M | -7.2% | +54.1% | -61.3% | -22.8% |
| YTD | -15.1% | +24.4% | -39.5% | -24.5% |
| 1Y | -7.7% | +19.3% | -27.0% | -16.7% |
| 3Y | +49.6% | +28.5% | +21.1% | +21.4% |
| 5Y | +78.3% | -41.0% | +119.2% | +101.1% |
| 10Y | +827.7% | +189.3% | +638.4% | +392.3% |
| All | +1,628.9% | +363.0% | +1,265.9% | +608.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling