+1,817.6%
SMH vs APO
+945.2%
+872.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.6% | +1.1% |
| 7D | +0.3% | -3.5% | +3.8% | +1.9% |
| 30D | -2.8% | -6.6% | +3.8% | 0.0% |
| 3M | -6.7% | -3.3% | -3.4% | -6.0% |
| 6M | +41.8% | +22.6% | +19.2% | +27.1% |
| YTD | +57.9% | -9.8% | +67.6% | +62.0% |
| 1Y | +87.6% | -3.9% | +91.5% | +85.3% |
| 3Y | +282.9% | +52.5% | +230.5% | +198.7% |
| 5Y | +330.4% | +134.0% | +196.4% | +170.6% |
| All | +1,817.6% | +945.2% | +872.4% | +638.4% |
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