+247.9%
SOXX vs APO
+132.8%
+115.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.0% | +1.4% |
| 7D | +1.4% | -3.5% | +4.9% | +3.3% |
| 30D | -3.6% | -6.6% | +3.0% | -0.4% |
| 3M | -10.2% | -3.3% | -6.9% | -9.3% |
| 6M | +54.2% | +22.6% | +31.6% | +35.6% |
| YTD | +75.2% | -9.8% | +85.0% | +80.8% |
| 1Y | +107.5% | -3.9% | +111.4% | +104.4% |
| 3Y | +226.8% | +52.5% | +174.3% | +134.7% |
| All | +247.9% | +132.8% | +115.1% | +87.1% |
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