-26.3%
APH vs QSR
+33.2%
-59.6%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +2.9% | -50.7% | -46.5% |
| 7D | -48.7% | +2.7% | -51.4% | -47.4% |
| 30D | -51.9% | +7.6% | -59.6% | -50.2% |
| 3M | -43.6% | +12.6% | -56.2% | -40.9% |
| 6M | -37.5% | +14.4% | -51.9% | -33.6% |
| YTD | -38.6% | +19.6% | -58.3% | -33.1% |
| 1Y | -26.3% | +33.9% | -60.2% | -15.3% |
| All | -26.3% | +33.2% | -59.6% | -15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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