+352.5%
AAOI vs QQQI
+19.4%
+333.2%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.2% | +4.9% | +4.4% |
| 7D | -0.7% | +0.4% | -1.1% | -2.3% |
| 30D | -17.9% | +1.0% | -18.9% | -20.2% |
| 3M | -48.0% | -1.2% | -46.8% | -40.9% |
| 6M | +5.8% | +11.6% | -5.8% | -20.1% |
| YTD | +202.7% | +11.7% | +191.1% | +126.7% |
| 1Y | +352.5% | +18.7% | +333.9% | +157.7% |
| All | +352.5% | +19.4% | +333.2% | +157.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQI.
Daily Out/Under-Performance
Portfolio return minus QQQI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQI 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 1y: compounded portfolio wealth divided by compounded QQQI 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…
1y analysis · Full analysis span regression · 6 months rolling