+4.5%
APA vs QID
-99.1%
+103.6%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -4.6% | +8.2% | +1.8% |
| 7D | +5.1% | -1.1% | +6.2% | +5.1% |
| 30D | +0.3% | +14.4% | -14.1% | +6.2% |
| 3M | +15.6% | +6.7% | +9.0% | +19.1% |
| 6M | +28.9% | +2.6% | +26.3% | +30.9% |
| YTD | +96.6% | -24.2% | +120.7% | +75.1% |
| 1Y | +95.5% | -22.3% | +117.8% | +76.4% |
| 3Y | +41.8% | -72.0% | +113.9% | -10.7% |
| 5Y | +85.4% | -78.2% | +163.6% | +23.9% |
| 10Y | +4.5% | -99.1% | +103.6% | -72.3% |
| All | +4.5% | -99.1% | +103.6% | -72.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling