+12.3%
QQQ vs AAOI
+91.2%
-78.9%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -7.3% | +8.3% | +1.4% |
| 7D | -4.6% | -27.9% | +23.3% | -2.7% |
| 30D | -8.5% | -51.2% | +42.7% | -4.7% |
| 3M | -4.3% | -55.0% | +50.7% | -0.2% |
| 6M | +3.1% | -65.7% | +68.8% | +7.4% |
| YTD | +13.0% | +70.0% | -57.0% | +8.6% |
| 1Y | +12.3% | +100.9% | -88.7% | +5.5% |
| All | +12.3% | +91.2% | -78.9% | +5.5% |
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