+124.8%
AAPL vs QID
-80.2%
+204.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.3% | +1.2% | +4.6% |
| 7D | -0.5% | +2.7% | -3.2% | +0.6% |
| 30D | +7.1% | +3.3% | +3.8% | +8.6% |
| 3M | +12.1% | -5.5% | +17.6% | +9.8% |
| 6M | +25.4% | -28.4% | +53.8% | +9.3% |
| YTD | +20.5% | -26.6% | +47.0% | +6.7% |
| 1Y | +44.5% | -34.1% | +78.7% | +22.6% |
| 3Y | +85.8% | -73.7% | +159.4% | +13.8% |
| 5Y | +124.8% | -80.7% | +205.4% | +41.3% |
| All | +124.8% | -80.2% | +204.9% | +41.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling