+95.5%
APA vs QID
-22.5%
+118.0%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -4.6% | +8.2% | +4.7% |
| 7D | +5.1% | -1.1% | +6.2% | +4.7% |
| 30D | +0.3% | +14.4% | -14.1% | -4.8% |
| 3M | +15.6% | +6.7% | +9.0% | +12.1% |
| 6M | +28.9% | +2.6% | +26.3% | +26.8% |
| YTD | +96.6% | -24.2% | +120.7% | +118.8% |
| 1Y | +95.5% | -22.3% | +117.8% | +119.9% |
| All | +95.5% | -22.5% | +118.0% | +119.9% |
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