+317.7%
APH vs QLD
+90.1%
+227.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +1.9% | -8.0% | -7.0% |
| 7D | -2.4% | -9.4% | +7.0% | +2.0% |
| 30D | -9.5% | -17.1% | +7.6% | -1.2% |
| 3M | -7.6% | -10.4% | +2.8% | -2.8% |
| 6M | +12.4% | +0.7% | +11.7% | +11.2% |
| YTD | +17.5% | +17.7% | -0.2% | +8.1% |
| 1Y | +16.4% | +14.7% | +1.7% | +8.5% |
| 3Y | +281.6% | +169.6% | +112.0% | +146.7% |
| 5Y | +317.7% | +86.7% | +231.1% | +186.6% |
| All | +317.7% | +90.1% | +227.6% | +186.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling