+80.8%
QQQM vs APH
+299.0%
-218.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.8% | +3.1% | +2.7% |
| 7D | -0.2% | +0.4% | -0.6% | -0.6% |
| 30D | -7.5% | -8.0% | +0.5% | -4.4% |
| 3M | -3.8% | -5.0% | +1.2% | -2.6% |
| 6M | -3.0% | +29.9% | -32.9% | -16.7% |
| YTD | +12.8% | +18.0% | -5.2% | -2.8% |
| 1Y | +11.6% | +11.3% | +0.3% | -0.7% |
| 3Y | +85.9% | +274.9% | -189.0% | -34.3% |
| All | +80.8% | +299.0% | -218.1% | -40.8% |
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