+2,968.5%
SOXX vs APO
+1,673.6%
+1,294.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.3% | -0.4% | -1.8% |
| 7D | +3.0% | -4.9% | +7.9% | +5.2% |
| 30D | -3.1% | -8.4% | +5.3% | +0.3% |
| 3M | -4.4% | -2.1% | -2.4% | -4.1% |
| 6M | +52.9% | +19.2% | +33.6% | +40.1% |
| YTD | +72.0% | -10.5% | +82.5% | +76.8% |
| 1Y | +105.1% | -2.7% | +107.8% | +101.9% |
| 3Y | +220.6% | +52.5% | +168.1% | +157.7% |
| 5Y | +244.8% | +132.1% | +112.7% | +130.4% |
| 10Y | +1,537.1% | +924.7% | +612.4% | +532.1% |
| All | +2,968.5% | +1,673.6% | +1,294.9% | +847.4% |
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 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