+377.4%
APLD vs QQQI
+56.3%
+321.1%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.9% | -4.1% | -2.6% |
| 7D | -0.5% | -1.0% | +0.5% | +2.4% |
| 30D | -13.2% | -0.6% | -12.6% | -11.4% |
| 3M | -33.8% | +3.4% | -37.1% | -37.8% |
| 6M | -5.9% | +10.6% | -16.5% | -23.5% |
| YTD | +5.1% | +10.3% | -5.2% | -12.1% |
| 1Y | +51.8% | +16.3% | +35.5% | +14.4% |
| All | +377.4% | +56.3% | +321.1% | +169.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling