+93.9%
QQQ vs APH
+350.9%
-257.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.2% |
| 7D | +0.4% | +5.0% | -4.6% | -2.0% |
| 30D | +0.2% | -3.9% | +4.1% | +1.9% |
| 3M | -2.8% | +13.0% | -15.8% | -9.3% |
| 6M | +18.0% | +25.2% | -7.2% | +3.0% |
| YTD | +17.3% | +22.9% | -5.6% | 0.0% |
| 1Y | +25.6% | +47.8% | -22.3% | -5.9% |
| 3Y | +93.7% | +283.0% | -189.3% | -30.7% |
| All | +93.9% | +350.9% | -257.0% | -40.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling