+634.7%
APP vs QQQI
+58.1%
+576.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.6% | -2.5% |
| 7D | +0.1% | +1.3% | -1.2% | -2.7% |
| 30D | -10.0% | +0.2% | -10.2% | -10.5% |
| 3M | -44.6% | +1.5% | -46.1% | -46.8% |
| 6M | -37.9% | +13.2% | -51.1% | -54.4% |
| YTD | -53.7% | +11.6% | -65.3% | -63.8% |
| 1Y | -43.0% | +18.0% | -61.0% | -60.8% |
| All | +634.7% | +58.1% | +576.6% | +196.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling