+230.9%
QCOM vs APO
+903.0%
-672.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.7% | -1.0% | +1.7% |
| 7D | +5.8% | +2.3% | +3.5% | +4.8% |
| 30D | -2.3% | +3.0% | -5.3% | -3.6% |
| 3M | +2.7% | -3.7% | +6.4% | +3.9% |
| 6M | -21.0% | -7.5% | -13.5% | -19.3% |
| YTD | +1.8% | -14.5% | +16.3% | +7.0% |
| 1Y | +2.4% | -6.2% | +8.6% | +3.5% |
| 3Y | +52.1% | +51.9% | +0.2% | +23.2% |
| 5Y | +14.6% | +76.5% | -61.8% | -15.2% |
| 10Y | +230.9% | +895.2% | -664.4% | +54.9% |
| All | +230.9% | +903.0% | -672.1% | +54.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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