+256.9%
QCOM vs AAOI
+398.9%
-142.0%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -5.6% | +3.0% | -2.1% |
| 7D | +4.3% | -0.5% | +4.7% | +4.2% |
| 30D | -0.1% | -42.1% | +42.0% | +5.1% |
| 3M | +5.2% | -61.6% | +66.9% | +14.3% |
| 6M | -18.4% | -77.6% | +59.3% | -8.3% |
| YTD | +2.4% | +43.1% | -40.7% | -8.8% |
| 1Y | +0.9% | +138.6% | -137.7% | -15.5% |
| 3Y | +48.4% | +353.5% | -305.2% | +1.3% |
| 5Y | +16.6% | +720.6% | -704.0% | -34.7% |
| 10Y | +237.8% | +99.8% | +138.0% | +89.6% |
| All | +256.9% | +398.9% | -142.0% | +85.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling