+154.7%
QLD vs APO
+50.3%
+104.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +4.7% | +2.1% | +4.0% |
| 7D | -1.4% | +2.3% | -3.7% | -2.7% |
| 30D | -19.6% | +3.0% | -22.6% | -21.2% |
| 3M | -14.1% | -3.7% | -10.4% | -12.9% |
| 6M | -13.6% | -7.5% | -6.1% | -10.6% |
| YTD | +12.5% | -14.5% | +27.1% | +21.5% |
| 1Y | +13.1% | -6.2% | +19.3% | +13.9% |
| 3Y | +154.7% | +51.9% | +102.8% | +82.5% |
| All | +154.7% | +50.3% | +104.4% | +82.5% |
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 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