+2,414.8%
APH vs QXO
-0.7%
+2,415.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QXO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +0.9% |
| 7D | +5.0% | -1.3% | +6.2% | +5.0% |
| 30D | -3.9% | -16.0% | +12.2% | -3.8% |
| 3M | +13.0% | -17.7% | +30.7% | +13.1% |
| 6M | +25.2% | -42.6% | +67.8% | +25.6% |
| YTD | +22.9% | -30.8% | +53.7% | +23.2% |
| 1Y | +47.8% | -35.3% | +83.2% | +48.2% |
| 3Y | +283.0% | -46.3% | +329.3% | +278.4% |
| 5Y | +349.7% | -69.2% | +418.8% | +344.1% |
| 10Y | +1,061.2% | +62.1% | +999.1% | +1,037.8% |
| All | +2,414.8% | -0.7% | +2,415.5% | +2,472.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling