+25.6%
QQQ vs AAOI
+352.1%
-326.6%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.1% | -5.0% | -0.1% |
| 7D | +0.4% | -0.7% | +1.0% | +0.4% |
| 30D | +0.2% | -17.9% | +18.1% | +1.1% |
| 3M | -2.8% | -48.0% | +45.2% | -0.8% |
| 6M | +18.0% | +5.8% | +12.2% | +15.5% |
| YTD | +17.3% | +202.7% | -185.4% | +7.0% |
| 1Y | +25.6% | +352.5% | -326.9% | +11.0% |
| All | +25.6% | +352.1% | -326.6% | +11.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling