+114.2%
APA vs QID
-35.9%
+150.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.5% | +2.5% | +2.8% |
| 7D | +0.3% | -1.9% | +2.2% | +0.8% |
| 30D | +9.3% | +1.7% | +7.6% | +8.8% |
| 3M | +23.3% | -3.9% | +27.2% | +24.3% |
| 6M | +39.5% | -30.0% | +69.5% | +54.4% |
| YTD | +87.6% | -28.2% | +115.8% | +106.8% |
| 1Y | +114.2% | -35.6% | +149.9% | +149.7% |
| All | +114.2% | -35.9% | +150.1% | +149.7% |
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