+101.7%
TQQQ vs APH
+350.8%
-249.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.1% |
| 7D | +2.8% | +1.6% | +1.2% | +0.5% |
| 30D | -3.0% | -3.0% | -0.1% | 0.0% |
| 3M | -2.7% | +5.7% | -8.5% | -11.1% |
| 6M | +45.4% | +20.0% | +25.5% | +4.0% |
| YTD | +36.3% | +20.8% | +15.5% | -15.8% |
| 1Y | +53.4% | +40.2% | +13.2% | -30.1% |
| 3Y | +265.6% | +288.1% | -22.5% | -82.2% |
| 5Y | +101.7% | +352.5% | -250.8% | -91.6% |
| All | +101.7% | +350.8% | -249.1% | -91.6% |
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