+95.7%
QQQM vs APH
+353.1%
-257.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.5% |
| 7D | +1.5% | +0.2% | +1.3% | +1.4% |
| 30D | -0.7% | -3.3% | +2.7% | +0.7% |
| 3M | +0.4% | +14.0% | -13.6% | -6.7% |
| 6M | +20.1% | +24.4% | -4.4% | +5.2% |
| YTD | +17.2% | +21.4% | -4.2% | +0.6% |
| 1Y | +24.7% | +48.9% | -24.2% | -6.9% |
| 3Y | +96.6% | +290.1% | -193.5% | -30.6% |
| All | +95.7% | +353.1% | -257.4% | -39.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling