+5,774.9%
APH vs QID
-100.0%
+5,874.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.2% | +0.7% |
| 7D | +5.0% | -0.6% | +5.6% | +4.6% |
| 30D | -3.9% | 0.0% | -3.9% | -3.7% |
| 3M | +13.0% | +3.7% | +9.2% | +18.0% |
| 6M | +25.2% | -29.9% | +55.0% | +9.3% |
| YTD | +22.9% | -28.8% | +51.7% | +9.2% |
| 1Y | +47.8% | -37.2% | +85.0% | +25.4% |
| 3Y | +283.0% | -73.7% | +356.7% | +144.0% |
| 5Y | +349.7% | -80.7% | +430.4% | +193.6% |
| 10Y | +1,061.2% | -99.1% | +1,160.4% | +108.1% |
| All | +5,774.9% | -100.0% | +5,874.9% | +140.3% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling