+142.9%
QQQM vs APH
+488.5%
-345.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.5% |
| 7D | +6.2% | +11.1% | -4.9% | +0.9% |
| 30D | -7.4% | -7.3% | -0.1% | -4.6% |
| 3M | -4.8% | -6.2% | +1.4% | -3.0% |
| 6M | -2.4% | +24.9% | -27.4% | -14.6% |
| YTD | +12.4% | +18.4% | -6.0% | -3.2% |
| 1Y | +11.4% | +13.0% | -1.6% | -1.8% |
| 3Y | +85.4% | +276.4% | -191.0% | -30.9% |
| 5Y | +80.3% | +296.4% | -216.1% | -37.4% |
| All | +142.9% | +488.5% | -345.6% | -32.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling