+1,631.1%
QLD vs APO
+940.3%
+690.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.8% |
| 7D | +0.6% | -1.0% | +1.6% | +1.3% |
| 30D | -0.1% | +3.5% | -3.6% | -3.0% |
| 3M | -8.4% | +4.5% | -12.9% | -12.0% |
| 6M | +32.2% | +22.8% | +9.4% | +12.1% |
| YTD | +28.9% | -6.5% | +35.4% | +30.7% |
| 1Y | +43.8% | +0.8% | +43.0% | +36.3% |
| 3Y | +176.6% | +62.0% | +114.6% | +82.6% |
| 5Y | +121.6% | +138.2% | -16.7% | +11.6% |
| All | +1,631.1% | +940.3% | +690.8% | +298.9% |
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