+1,450.1%
QLD vs APO
+890.3%
+559.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.5% |
| 7D | -3.8% | +8.1% | -11.9% | -8.7% |
| 30D | -20.5% | +3.4% | -24.0% | -22.7% |
| 3M | -14.6% | -6.6% | -8.0% | -11.4% |
| 6M | -14.7% | -7.1% | -7.6% | -11.9% |
| YTD | +11.2% | -14.1% | +25.3% | +18.9% |
| 1Y | +7.1% | -4.7% | +11.8% | +6.0% |
| 3Y | +141.1% | +51.3% | +89.8% | +65.9% |
| 5Y | +84.3% | +82.7% | +1.6% | +10.0% |
| 10Y | +1,450.1% | +845.7% | +604.4% | +270.5% |
| All | +1,450.1% | +890.3% | +559.7% | +270.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 10y: compounded portfolio wealth divided by compounded APO 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…
10y analysis · Full analysis span regression · 6 months rolling