+285.6%
APH vs QXO
-45.4%
+330.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.1% | +3.6% | -0.5% |
| 7D | +1.6% | -3.9% | +5.5% | +1.7% |
| 30D | -3.0% | -17.4% | +14.4% | -2.8% |
| 3M | +5.7% | -22.5% | +28.2% | +6.0% |
| 6M | +20.0% | -41.4% | +61.4% | +20.5% |
| YTD | +20.8% | -34.1% | +54.9% | +21.3% |
| 1Y | +40.2% | -40.8% | +81.1% | +40.8% |
| All | +285.6% | -45.4% | +330.9% | +283.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QXO.
Daily Out/Under-Performance
Portfolio return minus QXO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QXO 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 QXO 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