+295.0%
APH vs QSR
+31.8%
+263.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | +5.0% | +2.4% | +2.5% | +4.7% |
| 30D | -3.9% | +7.6% | -11.5% | -4.5% |
| 3M | +13.0% | +12.6% | +0.3% | +11.5% |
| 6M | +25.2% | +14.4% | +10.8% | +23.1% |
| YTD | +22.9% | +19.6% | +3.3% | +20.0% |
| 1Y | +47.8% | +33.9% | +14.0% | +40.2% |
| All | +295.0% | +31.8% | +263.2% | +269.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling