+1,656.8%
XLK vs APO
+1,727.7%
-70.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.7% | +0.8% |
| 7D | +2.3% | +0.1% | +2.2% | +2.3% |
| 30D | -0.1% | +3.9% | -3.9% | -1.6% |
| 3M | +2.1% | +3.8% | -1.6% | +0.3% |
| 6M | +37.2% | +22.3% | +14.9% | +26.9% |
| YTD | +30.8% | -7.8% | +38.6% | +32.4% |
| 1Y | +42.6% | -0.3% | +43.0% | +39.8% |
| 3Y | +121.8% | +57.1% | +64.7% | +82.7% |
| 5Y | +145.7% | +137.0% | +8.7% | +72.8% |
| 10Y | +782.1% | +946.8% | -164.8% | +299.9% |
| All | +1,656.8% | +1,727.7% | -70.9% | +562.9% |
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