+93.9%
QQQ vs APO
+128.1%
-34.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.3% | +1.3% | -0.2% |
| 7D | -1.3% | -4.9% | +3.6% | +0.6% |
| 30D | -1.4% | -8.4% | +7.1% | +1.8% |
| 3M | +2.3% | -2.1% | +4.3% | +2.5% |
| 6M | +16.9% | +19.2% | -2.4% | +7.9% |
| YTD | +15.6% | -10.5% | +26.2% | +18.7% |
| 1Y | +22.6% | -2.7% | +25.3% | +20.7% |
| 3Y | +93.5% | +52.5% | +41.1% | +50.2% |
| 5Y | +93.9% | +132.1% | -38.2% | +18.1% |
| All | +93.9% | +128.1% | -34.2% | +18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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