+31.2%
APO vs QQQI
+56.3%
-25.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -1.3% |
| 7D | -4.9% | -1.0% | -3.8% | -3.7% |
| 30D | -8.4% | -0.6% | -7.9% | -7.8% |
| 3M | -2.1% | +3.4% | -5.4% | -6.6% |
| 6M | +19.2% | +10.6% | +8.6% | +3.1% |
| YTD | -10.5% | +10.3% | -20.8% | -22.3% |
| 1Y | -2.7% | +16.3% | -19.1% | -22.1% |
| All | +31.2% | +56.3% | -25.1% | -25.3% |
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 1990-01-01 to 2026-09-10: 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling