+146.0%
QLD vs APO
+53.0%
+93.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.7% | -4.2% | -3.5% |
| 7D | +7.0% | +5.8% | +1.2% | +3.5% |
| 30D | -14.3% | +8.9% | -23.2% | -18.9% |
| 3M | -16.0% | -13.6% | -2.4% | -8.5% |
| 6M | -14.2% | -5.4% | -8.9% | -12.4% |
| YTD | +12.8% | -13.6% | +26.4% | +20.9% |
| 1Y | +14.1% | -2.5% | +16.5% | +11.7% |
| 3Y | +146.0% | +50.9% | +95.1% | +78.4% |
| All | +146.0% | +53.0% | +93.0% | +78.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling