+52.4%
QCOM vs APO
+50.4%
+2.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +0.9% |
| 7D | +13.0% | +3.5% | +9.5% | +11.2% |
| 30D | +0.2% | +4.4% | -4.2% | -1.8% |
| 3M | +9.2% | -12.1% | +21.3% | +15.5% |
| 6M | -15.0% | -7.2% | -7.8% | -12.9% |
| YTD | +5.2% | -15.1% | +20.3% | +11.9% |
| 1Y | +2.4% | -7.7% | +10.0% | +4.4% |
| All | +52.4% | +50.4% | +2.0% | +23.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling