+285.2%
APH vs QID
-76.9%
+362.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.6% | -4.4% | -0.5% |
| 7D | +4.9% | -7.1% | +12.0% | +1.6% |
| 30D | -5.4% | +12.6% | -18.0% | +1.8% |
| 3M | -5.5% | +14.2% | -19.7% | +3.2% |
| 6M | +25.9% | +6.2% | +19.7% | +36.4% |
| YTD | +16.4% | -21.8% | +38.2% | +11.5% |
| 1Y | +16.5% | -23.1% | +39.6% | +11.5% |
| 3Y | +270.9% | -71.3% | +342.2% | +168.4% |
| All | +285.2% | -76.9% | +362.0% | +191.5% |
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 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