+152.0%
QQQM vs APTV
-53.2%
+205.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.0% |
| 7D | -0.6% | -5.0% | +4.5% | +0.8% |
| 30D | -1.2% | -6.1% | +4.9% | +0.4% |
| 3M | -0.1% | -33.0% | +32.9% | +11.2% |
| 6M | +18.0% | -35.2% | +53.2% | +31.4% |
| YTD | +16.7% | -40.1% | +56.8% | +32.5% |
| 1Y | +23.0% | -45.6% | +68.6% | +43.7% |
| 3Y | +93.3% | -54.4% | +147.7% | +130.5% |
| 5Y | +96.3% | -68.9% | +165.2% | +151.8% |
| All | +152.0% | -53.2% | +205.3% | +186.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 10y: compounded portfolio wealth divided by compounded APTV 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…
10y analysis · Full analysis span regression · 6 months rolling