+1,804.4%
APO vs QID
-99.9%
+1,904.3%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.3% | -0.8% |
| 7D | -1.0% | -0.6% | -0.4% | -1.2% |
| 30D | +3.5% | 0.0% | +3.5% | +3.6% |
| 3M | +4.5% | +3.7% | +0.8% | +8.0% |
| 6M | +22.8% | -29.9% | +52.6% | +6.0% |
| YTD | -6.5% | -28.8% | +22.3% | -18.1% |
| 1Y | +0.8% | -37.2% | +38.0% | -16.2% |
| 3Y | +62.0% | -73.7% | +135.7% | +2.0% |
| 5Y | +138.2% | -80.7% | +219.0% | +57.6% |
| 10Y | +940.3% | -99.1% | +1,039.4% | +132.7% |
| All | +1,804.4% | -99.9% | +1,904.3% | +114.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling