+951.3%
APH vs QID
-99.0%
+1,050.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -6.8% | +15.0% | +5.2% |
| 7D | +1.1% | -0.8% | +1.9% | +1.8% |
| 30D | -7.5% | +20.1% | -27.5% | +2.0% |
| 3M | -4.4% | +11.8% | -16.3% | +2.8% |
| 6M | +26.5% | +5.5% | +20.9% | +35.9% |
| YTD | +20.0% | -21.5% | +41.6% | +15.5% |
| 1Y | +16.9% | -22.6% | +39.5% | +12.7% |
| 3Y | +288.5% | -72.3% | +360.8% | +177.6% |
| 5Y | +310.3% | -76.9% | +387.2% | +217.6% |
| 10Y | +951.3% | -99.0% | +1,050.3% | +219.3% |
| All | +951.3% | -99.0% | +1,050.3% | +219.3% |
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 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