+1,628.2%
QLD vs APTV
-15.9%
+1,644.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.1% | -2.7% | -1.4% |
| 7D | +0.6% | +4.8% | -4.2% | -2.2% |
| 30D | -0.1% | +2.0% | -2.1% | -1.6% |
| 3M | -8.4% | -34.2% | +25.9% | +14.9% |
| 6M | +32.2% | -34.7% | +66.9% | +62.9% |
| YTD | +28.9% | -37.0% | +65.9% | +60.6% |
| 1Y | +43.8% | -40.4% | +84.2% | +84.8% |
| 3Y | +176.6% | -54.1% | +230.7% | +293.1% |
| 5Y | +121.6% | -68.0% | +189.6% | +290.0% |
| All | +1,628.2% | -15.9% | +1,644.1% | +1,887.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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