+0.1%
APA vs QSR
+218.5%
-218.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.1% | -3.1% | -3.1% |
| 7D | +0.5% | +2.4% | -1.9% | -1.0% |
| 30D | +23.4% | +7.6% | +15.8% | +17.5% |
| 3M | +12.7% | +12.6% | +0.1% | +3.5% |
| 6M | +39.4% | +14.4% | +25.0% | +25.6% |
| YTD | +79.0% | +19.6% | +59.3% | +56.6% |
| 1Y | +88.8% | +33.9% | +55.0% | +52.9% |
| 3Y | +6.4% | +27.1% | -20.8% | -14.5% |
| 5Y | +153.0% | +48.5% | +104.4% | +77.4% |
| 10Y | +7.5% | +126.2% | -118.7% | -41.3% |
| All | +0.1% | +218.5% | -218.4% | -54.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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