+7,174.2%
QLD vs APTV
+194.6%
+6,979.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.1% | -2.7% | -1.5% |
| 7D | +0.6% | +4.8% | -4.2% | -2.3% |
| 30D | -0.1% | +2.0% | -2.1% | -1.7% |
| 3M | -8.4% | -34.2% | +25.9% | +15.8% |
| 6M | +32.2% | -34.7% | +66.9% | +64.0% |
| YTD | +28.9% | -37.0% | +65.9% | +61.7% |
| 1Y | +43.8% | -40.4% | +84.2% | +86.2% |
| 3Y | +176.6% | -54.1% | +230.7% | +296.7% |
| 5Y | +121.6% | -68.0% | +189.6% | +298.9% |
| 10Y | +1,652.9% | -15.5% | +1,668.4% | +1,452.4% |
| All | +7,174.2% | +194.6% | +6,979.6% | +2,479.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling