+1,520.2%
QLD vs APO
+847.3%
+672.9%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.2% | +4.5% | +4.5% |
| 7D | -1.2% | +0.2% | -1.3% | -0.9% |
| 30D | -15.7% | +3.1% | -18.8% | -17.8% |
| 3M | -10.0% | -12.0% | +2.0% | -2.5% |
| 6M | -11.2% | -5.0% | -6.3% | -9.7% |
| YTD | +16.4% | -14.0% | +30.4% | +24.3% |
| 1Y | +12.7% | -5.9% | +18.6% | +12.6% |
| 3Y | +152.3% | +51.6% | +100.7% | +73.4% |
| 5Y | +91.8% | +80.8% | +11.0% | +15.3% |
| 10Y | +1,520.2% | +839.9% | +680.3% | +287.6% |
| All | +1,520.2% | +847.3% | +672.9% | +287.6% |
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