+94.5%
QQQ vs APA
+177.1%
-82.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.0% | -3.2% | -0.7% |
| 7D | +1.0% | +0.3% | +0.7% | +0.9% |
| 30D | -0.6% | +9.3% | -9.9% | -1.8% |
| 3M | +1.3% | +23.3% | -22.0% | -1.8% |
| 6M | +18.1% | +39.5% | -21.3% | +11.4% |
| YTD | +16.9% | +87.6% | -70.7% | +4.7% |
| 1Y | +24.0% | +114.2% | -90.3% | +7.9% |
| 3Y | +95.6% | +13.6% | +82.0% | +81.4% |
| 5Y | +94.5% | +175.6% | -81.1% | +52.3% |
| All | +94.5% | +177.1% | -82.6% | +52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 5y: compounded portfolio wealth divided by compounded APA 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…
5y analysis · Full analysis span regression · 6 months rolling