+360.3%
QCOM vs APO
+1,753.5%
-1,393.2%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.3% |
| 7D | +3.3% | -1.0% | +4.3% | +3.7% |
| 30D | +7.7% | +3.5% | +4.2% | +6.1% |
| 3M | -30.1% | +4.5% | -34.6% | -31.4% |
| 6M | +22.8% | +22.8% | +0.1% | +12.8% |
| YTD | +0.2% | -6.5% | +6.7% | +1.5% |
| 1Y | +7.9% | +0.8% | +7.0% | +5.7% |
| 3Y | +55.8% | +62.0% | -6.1% | +26.8% |
| 5Y | +30.1% | +138.2% | -108.2% | -8.6% |
| 10Y | +248.9% | +940.3% | -691.4% | +54.6% |
| All | +360.3% | +1,753.5% | -1,393.2% | +63.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling