+20,134.5%
AAPL vs QID
-100.0%
+20,234.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.0% |
| 7D | -2.7% | -2.7% | 0.0% | -4.2% |
| 30D | +1.0% | +1.8% | -0.8% | +2.0% |
| 3M | +5.0% | -2.2% | +7.1% | +4.3% |
| 6M | +23.0% | -32.1% | +55.2% | +1.5% |
| YTD | +16.6% | -28.6% | +45.2% | -0.5% |
| 1Y | +33.4% | -36.3% | +69.7% | +7.9% |
| 3Y | +79.9% | -74.4% | +154.3% | +0.2% |
| 5Y | +109.0% | -80.8% | +189.8% | +23.9% |
| 10Y | +1,210.4% | -99.1% | +1,309.6% | +111.3% |
| All | +20,134.5% | -100.0% | +20,234.5% | +864.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded QID 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling