+18.2%
QQQM vs APA
+36.8%
-18.6%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.0% | -3.2% | +0.3% |
| 7D | +1.0% | +0.3% | +0.7% | +1.1% |
| 30D | -0.6% | +9.3% | -9.9% | +1.1% |
| 3M | +1.3% | +23.3% | -22.0% | +5.9% |
| 6M | +18.2% | +39.5% | -21.3% | +31.7% |
| All | +18.2% | +36.8% | -18.6% | +31.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling