+282.9%
QCOM vs AAOI
+445.6%
-162.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.0% | +0.9% | +2.7% |
| 7D | +7.8% | -0.2% | +8.0% | +7.8% |
| 30D | +12.2% | -23.7% | +35.9% | +14.7% |
| 3M | -9.9% | -39.0% | +29.2% | -6.9% |
| 6M | +36.9% | -17.0% | +54.0% | +33.8% |
| YTD | +8.0% | +202.2% | -194.2% | -10.2% |
| 1Y | +15.0% | +292.4% | -277.4% | -8.7% |
| 3Y | +75.8% | +804.4% | -728.5% | +10.4% |
| 5Y | +42.2% | +1,318.0% | -1,275.8% | -26.7% |
| All | +282.9% | +445.6% | -162.7% | +98.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOI.
Daily Out/Under-Performance
Portfolio return minus AAOI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOI 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded AAOI 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling