+216.5%
QCOM vs APO
+857.2%
-640.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.4% | +6.0% | +5.7% |
| 7D | +0.4% | +0.8% | -0.4% | 0.0% |
| 30D | -6.6% | +1.0% | -7.6% | -7.1% |
| 3M | +3.7% | -8.4% | +12.1% | +7.1% |
| 6M | -13.3% | -9.1% | -4.2% | -10.7% |
| YTD | -1.8% | -18.3% | +16.5% | +5.2% |
| 1Y | -2.5% | -8.0% | +5.5% | -0.8% |
| 3Y | +47.0% | +47.1% | -0.1% | +20.7% |
| 5Y | +13.1% | +67.2% | -54.1% | -14.5% |
| All | +216.5% | +857.2% | -640.7% | +52.6% |
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