+153.5%
QQQM vs APH
+510.9%
-357.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.2% |
| 7D | +0.4% | +5.0% | -4.6% | -2.0% |
| 30D | +0.2% | -3.9% | +4.1% | +1.9% |
| 3M | -2.8% | +13.0% | -15.8% | -9.3% |
| 6M | +18.1% | +25.2% | -7.1% | +3.1% |
| YTD | +17.4% | +22.9% | -5.6% | +0.1% |
| 1Y | +25.7% | +47.8% | -22.2% | -5.4% |
| 3Y | +94.1% | +283.0% | -188.9% | -27.3% |
| 5Y | +94.9% | +349.7% | -254.8% | -36.1% |
| All | +153.5% | +510.9% | -357.4% | -30.4% |
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