+916.7%
APO vs QID
-99.2%
+1,015.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.6% | 0.0% |
| 7D | -3.5% | +1.3% | -4.8% | -2.9% |
| 30D | -6.6% | +2.9% | -9.5% | -5.0% |
| 3M | -3.3% | -0.7% | -2.6% | -2.4% |
| 6M | +22.6% | -29.7% | +52.3% | +5.4% |
| YTD | -9.8% | -27.9% | +18.1% | -20.8% |
| 1Y | -3.9% | -34.6% | +30.7% | -19.0% |
| 3Y | +52.5% | -73.5% | +126.0% | -5.4% |
| 5Y | +134.0% | -81.0% | +215.0% | +51.2% |
| All | +916.7% | -99.2% | +1,015.8% | +135.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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