+193.5%
APTV vs QID
-99.9%
+293.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.4% | +3.4% | +2.9% |
| 7D | +4.8% | -0.6% | +5.4% | +4.5% |
| 30D | +2.0% | 0.0% | +2.0% | +2.3% |
| 3M | -34.2% | +3.7% | -38.0% | -32.0% |
| 6M | -34.7% | -29.9% | -4.8% | -43.8% |
| YTD | -37.0% | -28.8% | -8.2% | -45.0% |
| 1Y | -40.4% | -37.2% | -3.2% | -50.7% |
| 3Y | -54.1% | -73.7% | +19.6% | -72.7% |
| 5Y | -68.0% | -80.7% | +12.7% | -79.8% |
| 10Y | -15.5% | -99.1% | +83.6% | -84.1% |
| All | +193.5% | -99.9% | +293.3% | -75.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling