+54.3%
QCOM vs APO
+61.7%
-7.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.4% |
| 7D | +3.3% | -1.0% | +4.3% | +3.8% |
| 30D | +7.7% | +3.5% | +4.2% | +5.7% |
| 3M | -30.1% | +4.5% | -34.6% | -31.7% |
| 6M | +22.8% | +22.8% | +0.1% | +10.3% |
| YTD | +0.2% | -6.5% | +6.7% | +2.1% |
| 1Y | +7.9% | +0.8% | +7.0% | +5.2% |
| All | +54.3% | +61.7% | -7.4% | +21.6% |
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 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