+70.9%
QCOM vs AAOI
+755.0%
-684.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.3% | +4.6% | +0.7% |
| 7D | +4.9% | +2.9% | +2.0% | +4.6% |
| 30D | +9.3% | -23.1% | +32.4% | +11.4% |
| 3M | -7.0% | -41.0% | +34.0% | -4.0% |
| 6M | +32.0% | -14.3% | +46.3% | +29.5% |
| YTD | +5.0% | +196.3% | -191.3% | -10.0% |
| 1Y | +13.6% | +272.6% | -259.0% | -6.3% |
| All | +70.9% | +755.0% | -684.1% | +10.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling