+152.0%
QQQM vs APH
+519.3%
-367.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.6% | -3.7% | -1.3% |
| 7D | -0.6% | +1.4% | -1.9% | -1.3% |
| 30D | -1.2% | -1.2% | 0.0% | -0.9% |
| 3M | -0.1% | +10.3% | -10.4% | -5.5% |
| 6M | +18.0% | +25.2% | -7.2% | +3.1% |
| YTD | +16.7% | +24.6% | -7.9% | -1.1% |
| 1Y | +23.0% | +41.4% | -18.4% | -4.4% |
| 3Y | +93.3% | +297.8% | -204.5% | -29.4% |
| 5Y | +96.3% | +366.0% | -269.7% | -36.9% |
| All | +152.0% | +519.3% | -367.3% | -31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 10y: compounded portfolio wealth divided by compounded APH 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…
10y analysis · Full analysis span regression · 6 months rolling