+136.0%
APO vs QID
-80.7%
+216.7%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.4% |
| 7D | -1.0% | -1.9% | +0.9% | -1.9% |
| 30D | -0.4% | +1.7% | -2.1% | +0.7% |
| 3M | -0.9% | -3.9% | +3.0% | -1.4% |
| 6M | +22.1% | -30.0% | +52.1% | +4.1% |
| YTD | -8.4% | -28.2% | +19.8% | -20.2% |
| 1Y | -0.9% | -35.6% | +34.7% | -17.8% |
| 3Y | +56.1% | -74.3% | +130.4% | -6.4% |
| 5Y | +136.0% | -80.8% | +216.8% | +49.2% |
| All | +136.0% | -80.7% | +216.7% | +49.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling