+389.3%
APLD vs QQQI
+57.7%
+331.6%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.9% | +1.6% | +0.1% |
| 7D | +0.2% | -0.3% | +0.5% | +1.2% |
| 30D | -15.2% | -0.3% | -14.9% | -14.1% |
| 3M | -36.3% | +1.3% | -37.6% | -37.1% |
| 6M | -7.4% | +11.5% | -18.9% | -26.2% |
| YTD | +7.7% | +11.3% | -3.5% | -11.9% |
| 1Y | +53.8% | +16.9% | +36.9% | +14.4% |
| All | +389.3% | +57.7% | +331.6% | +170.3% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 10y: compounded portfolio wealth divided by compounded QQQI 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…
10y analysis · Full analysis span regression · 6 months rolling