+34.4%
APO vs QQQI
+57.7%
-23.4%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.3% |
| 7D | -1.0% | +0.8% | -1.8% | -2.0% |
| 30D | -0.4% | +0.2% | -0.5% | -0.5% |
| 3M | -0.9% | +2.3% | -3.2% | -4.3% |
| 6M | +22.1% | +11.6% | +10.6% | +4.5% |
| YTD | -8.4% | +11.3% | -19.7% | -21.3% |
| 1Y | -0.9% | +17.4% | -18.4% | -21.6% |
| All | +34.4% | +57.7% | -23.4% | -24.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling