-55.4%
APTV vs QID
-73.9%
+18.5%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.5% | -3.2% | -2.5% |
| 7D | -1.2% | -1.9% | +0.8% | -1.8% |
| 30D | -10.6% | +1.7% | -12.4% | -9.9% |
| 3M | -35.0% | -3.9% | -31.1% | -35.3% |
| 6M | -38.9% | -30.0% | -8.9% | -45.7% |
| YTD | -41.5% | -28.2% | -13.3% | -47.2% |
| 1Y | -45.8% | -35.6% | -10.2% | -52.8% |
| All | -55.4% | -73.9% | +18.5% | -68.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling