+5,201.9%
APH vs QID
-100.0%
+5,301.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.5% | +6.7% | +2.9% |
| 7D | -5.9% | +9.4% | -15.3% | -0.8% |
| 30D | -14.8% | +31.2% | -46.0% | -0.9% |
| 3M | -12.4% | +17.4% | -29.8% | -3.0% |
| 6M | +8.1% | +8.4% | -0.4% | +18.1% |
| YTD | +10.9% | -15.8% | +26.7% | +9.3% |
| 1Y | +8.8% | -16.3% | +25.1% | +7.8% |
| 3Y | +262.1% | -70.4% | +332.5% | +148.3% |
| 5Y | +283.1% | -74.8% | +357.9% | +190.6% |
| 10Y | +908.1% | -99.0% | +1,007.1% | +94.7% |
| All | +5,201.9% | -100.0% | +5,301.9% | +140.6% |
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 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