+10.9%
QCOM vs APO
+1.0%
+9.9%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.4% | +4.6% | +3.7% |
| 7D | +5.1% | +0.1% | +5.0% | +5.0% |
| 30D | +4.3% | +3.9% | +0.4% | +2.6% |
| 3M | -19.6% | +3.8% | -23.4% | -20.7% |
| 6M | +29.5% | +22.3% | +7.2% | +19.2% |
| YTD | +3.4% | -7.8% | +11.2% | +6.5% |
| 1Y | +10.9% | -0.3% | +11.2% | +7.4% |
| All | +10.9% | +1.0% | +9.9% | +7.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling