-43.3%
APP vs QQQI
+16.9%
-60.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.9% | +2.1% | +1.5% |
| 7D | +1.1% | -0.3% | +1.4% | +1.7% |
| 30D | +6.6% | -0.3% | +6.9% | +7.1% |
| 3M | -32.3% | +1.3% | -33.7% | -33.9% |
| 6M | -29.8% | +11.5% | -41.3% | -46.3% |
| YTD | -51.9% | +11.3% | -63.2% | -61.9% |
| 1Y | -43.3% | +16.9% | -60.2% | -52.0% |
| All | -43.3% | +16.9% | -60.2% | -52.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling