+117.5%
XLK vs APO
+50.8%
+66.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.3% | +0.9% | -0.6% |
| 7D | -0.4% | -4.9% | +4.5% | +1.3% |
| 30D | -0.5% | -8.4% | +8.0% | +2.5% |
| 3M | +5.0% | -2.1% | +7.0% | +5.2% |
| 6M | +32.9% | +19.2% | +13.6% | +23.2% |
| YTD | +29.0% | -10.5% | +39.5% | +32.6% |
| 1Y | +37.8% | -2.7% | +40.5% | +36.2% |
| All | +117.5% | +50.8% | +66.8% | +82.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling