+804.4%
AAOI vs QS
-24.6%
+828.9%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.9% | +0.1% | +1.1% |
| 7D | -0.2% | -3.6% | +3.5% | +1.5% |
| 30D | -23.7% | -17.2% | -6.5% | -16.7% |
| 3M | -39.0% | -27.0% | -12.0% | -29.6% |
| 6M | -17.0% | -24.6% | +7.5% | -4.3% |
| YTD | +202.2% | -49.3% | +251.6% | +301.8% |
| 1Y | +292.4% | -40.3% | +332.7% | +382.3% |
| 3Y | +804.4% | -23.8% | +828.2% | +635.7% |
| All | +804.4% | -24.6% | +828.9% | +635.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 3y: compounded portfolio wealth divided by compounded QS 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…
3y analysis · Full analysis span regression · 6 months rolling