+58.2%
QQQI vs AON
+3.4%
+54.8%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.5% | +0.9% |
| 7D | -0.3% | -6.3% | +6.0% | -0.3% |
| 30D | -0.3% | -14.1% | +13.8% | -0.2% |
| 3M | +1.3% | -9.5% | +10.8% | +1.2% |
| 6M | +11.5% | -4.0% | +15.5% | +10.7% |
| YTD | +11.3% | -13.8% | +25.1% | +11.7% |
| 1Y | +16.9% | -18.3% | +35.2% | +18.3% |
| All | +58.2% | +3.4% | +54.8% | +59.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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