+90.1%
AAOI vs QQQM
+9.6%
+80.5%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.6% | -6.7% | -5.3% |
| 7D | -24.5% | -1.5% | -22.9% | -19.1% |
| 30D | -55.9% | -10.2% | -45.7% | -33.5% |
| 3M | -63.6% | -6.3% | -57.3% | -51.3% |
| 6M | -67.6% | -4.9% | -62.7% | -55.3% |
| YTD | +38.6% | +10.3% | +28.4% | +26.5% |
| 1Y | +90.1% | +8.8% | +81.3% | +90.8% |
| All | +90.1% | +9.6% | +80.5% | +90.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QQQM.
Daily Out/Under-Performance
Portfolio return minus QQQM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QQQM 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 QQQM 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