+53.8%
APLD vs QQQI
+16.9%
+36.8%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.9% | +1.6% | -0.4% |
| 7D | +0.2% | -0.3% | +0.5% | +1.5% |
| 30D | -15.2% | -0.3% | -14.9% | -13.9% |
| 3M | -36.3% | +1.3% | -37.6% | -38.5% |
| 6M | -7.4% | +11.5% | -18.9% | -35.5% |
| YTD | +7.7% | +11.3% | -3.5% | -23.0% |
| 1Y | +53.8% | +16.9% | +36.9% | -7.7% |
| All | +53.8% | +16.9% | +36.8% | -7.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling