+1,418.0%
QLD vs APTV
-26.1%
+1,444.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +1.2% | +5.6% | +6.1% |
| 7D | -1.4% | -9.8% | +8.3% | +4.5% |
| 30D | -19.6% | -8.9% | -10.7% | -15.2% |
| 3M | -14.1% | -19.5% | +5.3% | -3.3% |
| 6M | -13.6% | -31.1% | +17.5% | +3.5% |
| YTD | +12.5% | -47.5% | +60.1% | +55.3% |
| 1Y | +13.1% | -52.3% | +65.4% | +65.1% |
| 3Y | +154.7% | -45.2% | +199.9% | +221.8% |
| 5Y | +81.1% | -76.9% | +157.9% | +283.6% |
| 10Y | +1,418.0% | -25.1% | +1,443.1% | +1,838.6% |
| All | +1,418.0% | -26.1% | +1,444.1% | +1,838.6% |
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