+18,389.3%
AAPL vs QLD
+9,036.4%
+9,352.8%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.8% | -2.7% |
| 7D | +0.1% | +0.6% | -0.5% | -0.3% |
| 30D | +3.0% | -0.1% | +3.1% | +2.8% |
| 3M | +2.9% | -8.4% | +11.3% | +4.9% |
| 6M | +22.1% | +32.2% | -10.1% | +1.2% |
| YTD | +18.0% | +28.9% | -10.9% | -1.3% |
| 1Y | +33.9% | +43.8% | -9.9% | +4.5% |
| 3Y | +71.2% | +176.6% | -105.4% | -12.3% |
| 5Y | +112.6% | +121.6% | -9.0% | +12.9% |
| 10Y | +1,198.8% | +1,652.9% | -454.1% | +90.5% |
| All | +18,389.3% | +9,036.4% | +9,352.8% | +825.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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