+93.3%
QQQM vs APO
+52.1%
+41.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.6% |
| 7D | -0.6% | -3.5% | +2.9% | +0.5% |
| 30D | -1.2% | -6.6% | +5.3% | +0.8% |
| 3M | -0.1% | -3.3% | +3.2% | +0.5% |
| 6M | +18.0% | +22.6% | -4.6% | +9.4% |
| YTD | +16.7% | -9.8% | +26.5% | +19.3% |
| 1Y | +23.0% | -3.9% | +26.9% | +22.4% |
| 3Y | +93.3% | +52.5% | +40.9% | +62.3% |
| All | +93.3% | +52.1% | +41.3% | +62.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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