-26.3%
APH vs QS
-28.5%
+2.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -2.0% | -45.8% | -47.5% |
| 7D | -48.7% | -7.1% | -41.6% | -47.9% |
| 30D | -51.9% | -0.7% | -51.2% | -51.8% |
| 3M | -43.6% | -39.6% | -3.9% | -39.5% |
| 6M | -37.5% | -21.7% | -15.8% | -35.7% |
| YTD | -38.6% | -47.4% | +8.8% | -34.7% |
| 1Y | -26.3% | -28.4% | +2.0% | -20.9% |
| All | -26.3% | -28.5% | +2.1% | -20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 1y: compounded portfolio wealth divided by compounded QS 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…
1y analysis · Full analysis span regression · 6 months rolling