+292.4%
AAOI vs QQQM
+23.2%
+269.2%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.1% | -1.0% |
| 7D | -0.2% | -0.6% | +0.4% | +1.9% |
| 30D | -23.7% | -1.2% | -22.5% | -20.0% |
| 3M | -39.0% | -0.1% | -38.9% | -34.2% |
| 6M | -17.0% | +18.0% | -35.0% | -46.2% |
| YTD | +202.2% | +16.7% | +185.5% | +103.8% |
| 1Y | +292.4% | +23.0% | +269.4% | +96.0% |
| All | +292.4% | +23.2% | +269.2% | +96.0% |
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