+1,329.4%
QQQ vs APO
+1,727.7%
-398.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | +0.4% |
| 7D | +1.5% | +0.1% | +1.4% | +1.5% |
| 30D | -0.6% | +3.9% | -4.5% | -2.1% |
| 3M | +0.4% | +3.8% | -3.3% | -1.2% |
| 6M | +20.1% | +22.3% | -2.2% | +11.5% |
| YTD | +17.2% | -7.8% | +25.0% | +18.5% |
| 1Y | +24.7% | -0.3% | +25.0% | +22.3% |
| 3Y | +96.2% | +57.1% | +39.0% | +62.5% |
| 5Y | +94.4% | +137.0% | -42.6% | +38.5% |
| 10Y | +556.7% | +946.8% | -390.2% | +198.8% |
| All | +1,329.4% | +1,727.7% | -398.3% | +435.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling