+169.1%
APD vs QID
-99.1%
+268.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.5% | -1.3% | -0.7% |
| 7D | -4.6% | -1.9% | -2.7% | -5.1% |
| 30D | -4.2% | +1.7% | -5.9% | -3.7% |
| 3M | +5.0% | -3.9% | +8.9% | +4.4% |
| 6M | +8.9% | -30.0% | +38.9% | -0.5% |
| YTD | +21.9% | -28.2% | +50.1% | +12.3% |
| 1Y | +5.6% | -35.6% | +41.2% | -5.5% |
| 3Y | +6.9% | -74.3% | +81.2% | -23.3% |
| 5Y | +25.3% | -80.8% | +106.2% | -8.4% |
| 10Y | +169.1% | -99.2% | +268.2% | -9.6% |
| All | +169.1% | -99.1% | +268.2% | -9.6% |
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