+424.3%
APLD vs QQQI
+58.1%
+366.2%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.1% | +7.4% | +7.6% |
| 7D | +16.6% | +1.3% | +15.2% | +12.7% |
| 30D | -3.1% | +0.2% | -3.3% | -3.3% |
| 3M | -30.9% | +1.5% | -32.4% | -32.0% |
| 6M | +12.6% | +13.2% | -0.6% | -13.7% |
| YTD | +15.5% | +11.6% | +3.9% | -6.4% |
| 1Y | +103.5% | +18.0% | +85.5% | +47.9% |
| All | +424.3% | +58.1% | +366.2% | +187.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling