+117.1%
QQQ vs APP
+357.9%
-240.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.2% | -2.0% | -0.2% |
| 7D | +0.4% | +0.9% | -0.5% | +0.2% |
| 30D | +0.2% | -23.3% | +23.5% | +3.8% |
| 3M | -2.8% | -42.6% | +39.8% | +4.6% |
| 6M | +18.0% | -33.6% | +51.6% | +23.2% |
| YTD | +17.3% | -52.4% | +69.7% | +27.1% |
| 1Y | +25.6% | -35.9% | +61.5% | +28.7% |
| 3Y | +93.7% | +642.2% | -548.5% | +22.8% |
| 5Y | +94.2% | +311.1% | -216.9% | +23.7% |
| All | +117.1% | +357.9% | -240.8% | +33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APP.
Daily Out/Under-Performance
Portfolio return minus APP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APP 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 APP 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