+1,030.6%
APH vs QSR
+133.7%
+896.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.7% | -1.1% |
| 7D | -2.2% | -4.7% | +2.5% | -0.5% |
| 30D | -4.0% | +4.3% | -8.3% | -5.6% |
| 3M | +7.7% | +5.4% | +2.3% | +4.9% |
| 6M | +17.8% | +8.2% | +9.6% | +13.2% |
| YTD | +19.2% | +14.1% | +5.1% | +11.5% |
| 1Y | +35.7% | +28.1% | +7.6% | +20.4% |
| 3Y | +282.9% | +25.3% | +257.6% | +235.0% |
| 5Y | +345.6% | +40.4% | +305.2% | +266.2% |
| All | +1,030.6% | +133.7% | +896.9% | +657.2% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling