+93.7%
QQQM vs APH
+285.7%
-192.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.1% |
| 7D | +1.0% | +1.6% | -0.6% | +0.4% |
| 30D | -0.6% | -3.0% | +2.4% | +0.3% |
| 3M | +1.3% | +5.7% | -4.4% | -1.2% |
| 6M | +18.2% | +20.0% | -1.8% | +8.9% |
| YTD | +16.9% | +20.8% | -3.9% | +4.5% |
| 1Y | +24.0% | +40.2% | -16.2% | +2.3% |
| All | +93.7% | +285.7% | -192.0% | -12.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling