+338.0%
SMH vs APO
+136.0%
+202.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.4% |
| 7D | +4.3% | -1.0% | +5.3% | +4.8% |
| 30D | +0.9% | -0.4% | +1.2% | +0.6% |
| 3M | -2.8% | -0.9% | -1.9% | -3.2% |
| 6M | +45.6% | +22.1% | +23.5% | +28.6% |
| YTD | +59.5% | -8.4% | +67.8% | +63.1% |
| 1Y | +93.4% | -0.9% | +94.4% | +87.4% |
| 3Y | +287.1% | +56.1% | +231.0% | +176.0% |
| 5Y | +338.0% | +136.0% | +202.0% | +135.6% |
| All | +338.0% | +136.0% | +202.0% | +135.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling