+3,743.0%
SMH vs APO
+1,753.5%
+1,989.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.2% | +2.9% |
| 7D | +2.5% | -1.0% | +3.5% | +2.9% |
| 30D | -0.5% | +3.5% | -3.9% | -2.2% |
| 3M | -9.6% | +4.5% | -14.2% | -11.8% |
| 6M | +42.1% | +22.8% | +19.3% | +29.1% |
| YTD | +57.4% | -6.5% | +63.9% | +58.8% |
| 1Y | +96.2% | +0.8% | +95.4% | +90.5% |
| 3Y | +267.9% | +62.0% | +206.0% | +191.7% |
| 5Y | +327.7% | +138.2% | +189.4% | +188.0% |
| 10Y | +1,764.6% | +940.3% | +824.4% | +663.0% |
| All | +3,743.0% | +1,753.5% | +1,989.5% | +1,184.9% |
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