+2,638.6%
APH vs QID
-100.0%
+2,738.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -0.6% | -47.2% | -48.1% |
| 7D | -48.7% | +0.8% | -49.5% | -48.6% |
| 30D | -51.9% | 0.0% | -51.9% | -52.0% |
| 3M | -43.6% | +3.7% | -47.3% | -41.2% |
| 6M | -37.5% | -29.9% | -7.7% | -45.6% |
| YTD | -38.6% | -28.8% | -9.9% | -45.6% |
| 1Y | -26.3% | -37.2% | +10.8% | -37.7% |
| 3Y | +89.2% | -73.7% | +162.9% | +20.2% |
| 5Y | +119.8% | -80.7% | +200.6% | +43.1% |
| 10Y | +454.3% | -99.1% | +553.4% | -1.0% |
| All | +2,638.6% | -100.0% | +2,738.6% | +11.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling