+5.2%
QLD vs APA
+98.8%
-93.6%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.6% | -0.1% | +3.1% |
| 7D | -10.3% | -15.5% | +5.2% | -13.8% |
| 30D | -26.1% | +2.4% | -28.4% | -25.3% |
| 3M | -17.8% | +22.8% | -40.5% | -12.8% |
| 6M | -15.6% | +17.9% | -33.5% | -10.4% |
| YTD | +5.4% | +87.7% | -82.3% | +11.4% |
| 1Y | +5.2% | +94.2% | -89.0% | +10.2% |
| All | +5.2% | +98.8% | -93.6% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 1y: compounded portfolio wealth divided by compounded APA 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…
1y analysis · Full analysis span regression · 6 months rolling