+1,502.1%
QLD vs APO
+837.1%
+665.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.7% | -4.2% | -3.7% |
| 7D | +7.0% | +5.8% | +1.2% | +3.0% |
| 30D | -14.3% | +8.9% | -23.2% | -19.6% |
| 3M | -16.0% | -13.6% | -2.4% | -7.8% |
| 6M | -14.2% | -5.4% | -8.9% | -12.5% |
| YTD | +12.8% | -13.6% | +26.4% | +20.1% |
| 1Y | +14.1% | -2.5% | +16.5% | +11.0% |
| 3Y | +146.0% | +50.9% | +95.1% | +69.6% |
| 5Y | +82.0% | +81.4% | +0.6% | +9.1% |
| All | +1,502.1% | +837.1% | +665.1% | +286.5% |
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