-32.7%
APP vs QID
-21.0%
-11.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.5% | -3.3% | -2.5% |
| 7D | +10.6% | -11.8% | +22.4% | +4.8% |
| 30D | +44.6% | +14.2% | +30.4% | +60.1% |
| 3M | +29.6% | +8.8% | +20.8% | +39.3% |
| 6M | -19.8% | +1.5% | -21.3% | -16.7% |
| YTD | -41.6% | -23.8% | -17.8% | -52.8% |
| 1Y | -32.7% | -22.0% | -10.7% | -43.1% |
| All | -32.7% | -21.0% | -11.7% | -43.1% |
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