+48.9%
APH vs QID
-36.4%
+85.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.1% |
| 7D | +0.2% | -2.7% | +2.9% | -1.4% |
| 30D | -3.3% | +1.8% | -5.1% | -2.0% |
| 3M | +14.0% | -2.2% | +16.2% | +15.5% |
| 6M | +24.4% | -32.1% | +56.6% | -0.9% |
| YTD | +21.4% | -28.6% | +50.0% | +1.5% |
| 1Y | +48.9% | -36.3% | +85.3% | +20.0% |
| All | +48.9% | -36.4% | +85.4% | +20.0% |
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