+1,475.7%
SMH vs APO
+837.1%
+638.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.7% | -4.7% | -3.8% |
| 7D | +4.9% | +5.8% | -0.8% | +2.3% |
| 30D | -13.8% | +8.9% | -22.7% | -17.4% |
| 3M | -17.4% | -13.6% | -3.7% | -12.3% |
| 6M | -15.0% | -5.4% | -9.6% | -14.0% |
| YTD | +35.2% | -13.6% | +48.8% | +40.7% |
| 1Y | +41.6% | -2.5% | +44.1% | +38.9% |
| 3Y | +215.6% | +50.9% | +164.8% | +146.2% |
| 5Y | +233.2% | +81.4% | +151.8% | +131.7% |
| All | +1,475.7% | +837.1% | +638.6% | +515.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling