+262.1%
APH vs QID
-70.5%
+332.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.5% | +6.7% | +2.6% |
| 7D | -5.9% | +9.4% | -15.3% | 0.0% |
| 30D | -14.8% | +31.2% | -46.0% | +1.4% |
| 3M | -12.4% | +17.4% | -29.8% | -1.4% |
| 6M | +8.1% | +8.4% | -0.4% | +19.6% |
| YTD | +10.9% | -15.8% | +26.7% | +8.4% |
| 1Y | +8.8% | -16.3% | +25.1% | +7.0% |
| 3Y | +262.1% | -70.4% | +332.5% | +161.5% |
| All | +262.1% | -70.5% | +332.6% | +161.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling