+8.9%
QQQI vs APA
+107.6%
-98.7%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -6.9% | +7.9% | +0.3% |
| 7D | -4.2% | -13.0% | +8.7% | -5.4% |
| 30D | -7.1% | +2.0% | -9.1% | -6.7% |
| 3M | -2.7% | +24.9% | -27.6% | -0.2% |
| 6M | +2.0% | +7.2% | -5.2% | +3.5% |
| YTD | +8.2% | +87.1% | -78.9% | +11.6% |
| 1Y | +8.9% | +107.2% | -98.3% | +12.9% |
| All | +8.9% | +107.6% | -98.7% | +12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 1y: compounded portfolio wealth divided by compounded APA 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…
1y analysis · Full analysis span regression · 6 months rolling