+355.9%
APH vs QID
-80.8%
+436.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.2% | +0.7% |
| 7D | +5.0% | -0.6% | +5.6% | +4.7% |
| 30D | -3.9% | 0.0% | -3.9% | -3.7% |
| 3M | +13.0% | +3.7% | +9.2% | +17.7% |
| 6M | +25.2% | -29.9% | +55.0% | +10.4% |
| YTD | +22.9% | -28.8% | +51.7% | +10.1% |
| 1Y | +47.8% | -37.2% | +85.0% | +27.1% |
| 3Y | +283.0% | -73.7% | +356.7% | +161.3% |
| All | +355.9% | -80.8% | +436.7% | +216.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling