+228.5%
APH vs QQQI
+58.2%
+170.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +0.6% |
| 7D | +5.0% | +0.4% | +4.6% | +4.3% |
| 30D | -3.9% | +1.0% | -4.9% | -5.1% |
| 3M | +13.0% | -1.2% | +14.2% | +15.1% |
| 6M | +25.2% | +11.6% | +13.6% | +7.8% |
| YTD | +22.9% | +11.7% | +11.3% | +6.2% |
| 1Y | +47.8% | +18.7% | +29.2% | +18.5% |
| All | +228.5% | +58.2% | +170.3% | +98.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling