+618.3%
APP vs QQQI
+57.7%
+560.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -1.7% |
| 7D | -4.4% | +0.8% | -5.2% | -6.1% |
| 30D | -10.0% | +0.2% | -10.2% | -10.4% |
| 3M | -41.4% | +2.3% | -43.8% | -44.8% |
| 6M | -41.0% | +11.6% | -52.6% | -55.2% |
| YTD | -54.7% | +11.3% | -66.0% | -64.5% |
| 1Y | -45.3% | +17.4% | -62.8% | -62.0% |
| All | +618.3% | +57.7% | +560.6% | +191.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling