-32.0%
APP vs QID
-22.5%
-9.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -4.6% | +7.0% | +0.2% |
| 7D | +48.9% | -1.1% | +50.1% | +46.9% |
| 30D | +49.4% | +14.4% | +35.0% | +65.8% |
| 3M | +27.0% | +6.7% | +20.4% | +34.6% |
| 6M | -15.4% | +2.6% | -18.0% | -10.9% |
| YTD | -39.9% | -24.2% | -15.7% | -51.6% |
| 1Y | -32.0% | -22.3% | -9.7% | -42.6% |
| All | -32.0% | -22.5% | -9.5% | -42.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling