+107.2%
APA vs QID
-21.1%
+128.3%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.8% | -5.0% | -6.3% |
| 7D | -13.0% | +9.8% | -22.7% | -15.6% |
| 30D | +2.0% | +18.9% | -16.9% | -3.9% |
| 3M | +24.9% | +9.6% | +15.3% | +20.7% |
| 6M | +7.2% | -7.8% | +15.0% | +11.0% |
| YTD | +87.1% | -23.3% | +110.4% | +110.0% |
| 1Y | +107.2% | -22.0% | +129.2% | +133.2% |
| All | +107.2% | -21.1% | +128.3% | +133.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling