+222.8%
APH vs QQQI
+57.7%
+165.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.2% |
| 7D | +1.6% | +0.8% | +0.8% | +0.5% |
| 30D | -3.0% | +0.2% | -3.1% | -3.1% |
| 3M | +5.7% | +2.3% | +3.4% | +2.7% |
| 6M | +20.0% | +11.6% | +8.4% | +3.3% |
| YTD | +20.8% | +11.3% | +9.5% | +4.9% |
| 1Y | +40.2% | +17.4% | +22.8% | +13.9% |
| All | +222.8% | +57.7% | +165.1% | +96.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 QQQI 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