+517.9%
QQQ vs APH
+978.7%
-460.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +8.2% | -4.7% | -0.8% |
| 7D | -0.3% | +1.1% | -1.3% | -1.3% |
| 30D | -9.6% | -7.5% | -2.1% | -6.4% |
| 3M | -5.9% | -4.4% | -1.5% | -4.9% |
| 6M | -4.3% | +26.5% | -30.7% | -18.4% |
| YTD | +11.0% | +20.0% | -9.1% | -6.8% |
| 1Y | +11.9% | +16.9% | -4.9% | -4.8% |
| 3Y | +86.7% | +288.5% | -201.8% | -32.5% |
| 5Y | +77.1% | +310.3% | -233.2% | -38.9% |
| 10Y | +517.9% | +951.3% | -433.4% | +13.2% |
| All | +517.9% | +978.7% | -460.8% | +13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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