+75.8%
AAPL vs QQQI
+56.3%
+19.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.9% | +4.5% | +4.3% |
| 7D | -0.5% | -1.0% | +0.5% | +0.4% |
| 30D | +7.1% | -0.6% | +7.7% | +7.5% |
| 3M | +12.1% | +3.4% | +8.7% | +7.4% |
| 6M | +25.4% | +10.6% | +14.8% | +11.8% |
| YTD | +20.5% | +10.3% | +10.1% | +7.5% |
| 1Y | +44.5% | +16.3% | +28.2% | +21.4% |
| All | +75.8% | +56.3% | +19.5% | +10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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