-35.9%
APP vs QLD
+46.1%
-82.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.3% | +1.9% | +2.0% |
| 7D | +0.9% | +0.6% | +0.3% | +0.4% |
| 30D | -23.3% | -0.1% | -23.1% | -23.2% |
| 3M | -42.6% | -8.4% | -34.3% | -39.4% |
| 6M | -33.6% | +32.2% | -65.8% | -52.3% |
| YTD | -52.4% | +28.9% | -81.3% | -64.1% |
| 1Y | -35.9% | +43.8% | -79.7% | -55.5% |
| All | -35.9% | +46.1% | -82.0% | -55.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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