+39.2%
XLK vs APO
-2.1%
+41.3%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +1.2% |
| 7D | +0.2% | -3.5% | +3.7% | +0.9% |
| 30D | -0.6% | -6.6% | +5.9% | +0.6% |
| 3M | +2.6% | -3.3% | +5.8% | +2.9% |
| 6M | +34.0% | +22.6% | +11.4% | +28.4% |
| YTD | +30.7% | -9.8% | +40.5% | +31.5% |
| 1Y | +39.2% | -3.9% | +43.1% | +38.6% |
| All | +39.2% | -2.1% | +41.3% | +38.6% |
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 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