+14.1%
QCOM vs APO
+81.1%
-67.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.7% | -4.4% | -3.5% |
| 7D | +4.3% | +5.8% | -1.5% | +1.3% |
| 30D | -0.1% | +8.9% | -9.0% | -4.4% |
| 3M | +5.2% | -13.6% | +18.9% | +13.0% |
| 6M | -18.4% | -5.4% | -13.0% | -17.1% |
| YTD | +2.4% | -13.6% | +16.0% | +8.3% |
| 1Y | +0.9% | -2.5% | +3.4% | -0.1% |
| 3Y | +48.4% | +50.9% | -2.5% | +8.4% |
| All | +14.1% | +81.1% | -67.0% | -27.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling