+137.2%
APTV vs QID
-99.9%
+237.0%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.6% | -2.8% | +1.1% |
| 7D | -1.7% | -7.1% | +5.4% | -5.1% |
| 30D | -11.6% | +12.6% | -24.2% | -5.4% |
| 3M | -21.2% | +14.2% | -35.4% | -14.8% |
| 6M | -28.5% | +6.2% | -34.7% | -24.2% |
| YTD | -49.1% | -21.8% | -27.3% | -53.0% |
| 1Y | -52.2% | -23.1% | -29.1% | -56.1% |
| 3Y | -48.6% | -71.3% | +22.7% | -67.9% |
| 5Y | -77.3% | -77.0% | -0.3% | -84.2% |
| 10Y | -26.9% | -99.0% | +72.2% | -85.5% |
| All | +137.2% | -99.9% | +237.0% | -79.0% |
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