+726.0%
AAOI vs QLD
+80.9%
+645.1%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.5% | -3.1% | -2.9% |
| 7D | -0.5% | +7.0% | -7.5% | -7.1% |
| 30D | -42.1% | -14.3% | -27.8% | -29.4% |
| 3M | -61.6% | -16.0% | -45.6% | -51.3% |
| 6M | -77.6% | -14.2% | -63.4% | -71.0% |
| YTD | +43.1% | +12.8% | +30.4% | +43.9% |
| 1Y | +138.6% | +14.1% | +124.5% | +140.8% |
| 3Y | +353.5% | +146.0% | +207.6% | +193.0% |
| All | +726.0% | +80.9% | +645.1% | +481.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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