+5,505.8%
APH vs QLD
+9,036.4%
-3,530.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.5% | +0.7% |
| 7D | +5.0% | +0.6% | +4.4% | +4.6% |
| 30D | -3.9% | -0.1% | -3.7% | -3.9% |
| 3M | +13.0% | -8.4% | +21.3% | +17.2% |
| 6M | +25.2% | +32.2% | -7.1% | +7.9% |
| YTD | +22.9% | +28.9% | -6.0% | +7.4% |
| 1Y | +47.8% | +43.8% | +4.0% | +22.3% |
| 3Y | +283.0% | +176.6% | +106.4% | +123.3% |
| 5Y | +349.7% | +121.6% | +228.1% | +165.9% |
| 10Y | +1,061.2% | +1,652.9% | -591.7% | +91.8% |
| All | +5,505.8% | +9,036.4% | -3,530.6% | +160.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded QLD 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling