+383.2%
QCOM vs APO
+1,582.7%
-1,199.5%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +0.8% |
| 7D | +13.0% | +3.5% | +9.5% | +11.6% |
| 30D | +0.2% | +4.4% | -4.2% | -1.4% |
| 3M | +9.2% | -12.1% | +21.3% | +14.3% |
| 6M | -15.0% | -7.2% | -7.8% | -13.3% |
| YTD | +5.2% | -15.1% | +20.3% | +10.3% |
| 1Y | +2.4% | -7.7% | +10.0% | +4.0% |
| 3Y | +52.0% | +49.6% | +2.4% | +27.6% |
| 5Y | +19.7% | +78.3% | -58.5% | -7.4% |
| 10Y | +246.9% | +827.7% | -580.8% | +60.1% |
| All | +383.2% | +1,582.7% | -1,199.5% | +77.3% |
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