+41.6%
SMH vs APO
-6.0%
+47.6%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.7% | -4.7% | -3.4% |
| 7D | +4.9% | +5.8% | -0.8% | +3.5% |
| 30D | -13.8% | +8.9% | -22.7% | -15.4% |
| 3M | -17.4% | -13.6% | -3.7% | -14.3% |
| 6M | -15.0% | -5.4% | -9.6% | -14.0% |
| YTD | +35.2% | -13.6% | +48.8% | +40.8% |
| 1Y | +41.6% | -2.5% | +44.1% | +41.0% |
| All | +41.6% | -6.0% | +47.6% | +41.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling