+816.2%
AAOI vs QQQM
+152.0%
+664.2%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QQQM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.1% | +0.3% |
| 7D | -0.2% | -0.6% | +0.4% | +1.0% |
| 30D | -23.7% | -1.2% | -22.5% | -21.4% |
| 3M | -39.0% | -0.1% | -38.9% | -35.0% |
| 6M | -17.0% | +18.0% | -35.0% | -33.7% |
| YTD | +202.2% | +16.7% | +185.5% | +149.5% |
| 1Y | +292.4% | +23.0% | +269.4% | +208.0% |
| 3Y | +804.4% | +93.3% | +711.0% | +345.1% |
| 5Y | +1,318.0% | +96.3% | +1,221.8% | +593.9% |
| All | +816.2% | +152.0% | +664.2% | +248.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling