+837.0%
APO vs QID
-99.1%
+936.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.5% | -1.8% | -1.0% |
| 7D | +3.5% | -11.8% | +15.3% | -2.4% |
| 30D | +4.4% | +14.2% | -9.9% | +12.5% |
| 3M | -12.1% | +8.8% | -20.9% | -7.1% |
| 6M | -7.2% | +1.5% | -8.7% | -4.0% |
| YTD | -15.1% | -23.8% | +8.7% | -22.7% |
| 1Y | -7.7% | -22.0% | +14.3% | -14.5% |
| 3Y | +49.6% | -71.9% | +121.5% | -4.3% |
| 5Y | +78.3% | -77.6% | +155.8% | +25.2% |
| All | +837.0% | -99.1% | +936.0% | +108.5% |
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