+556.7%
QQQ vs APH
+1,046.9%
-490.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.6% |
| 7D | +1.5% | +0.2% | +1.3% | +1.4% |
| 30D | -0.6% | -3.3% | +2.7% | +0.8% |
| 3M | +0.4% | +14.0% | -13.6% | -7.7% |
| 6M | +20.1% | +24.4% | -4.4% | +3.2% |
| YTD | +17.2% | +21.4% | -4.2% | -1.1% |
| 1Y | +24.7% | +48.9% | -24.2% | -8.8% |
| 3Y | +96.2% | +290.1% | -193.9% | -28.3% |
| 5Y | +94.4% | +352.8% | -258.4% | -36.3% |
| 10Y | +556.7% | +1,041.3% | -484.6% | +16.3% |
| All | +556.7% | +1,046.9% | -490.2% | +16.3% |
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