+153.2%
QQQM vs APA
+452.2%
-299.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -0.3% |
| 7D | +1.5% | -1.7% | +3.2% | +1.7% |
| 30D | -0.7% | +15.7% | -16.4% | -2.2% |
| 3M | +0.4% | +16.5% | -16.0% | -1.4% |
| 6M | +20.1% | +35.1% | -15.0% | +15.1% |
| YTD | +17.2% | +82.2% | -65.0% | +8.1% |
| 1Y | +24.7% | +102.5% | -77.7% | +13.0% |
| 3Y | +96.6% | +10.3% | +86.3% | +84.8% |
| 5Y | +95.0% | +166.1% | -71.1% | +73.6% |
| All | +153.2% | +452.2% | -299.0% | +118.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling