+56.8%
QQQI vs AVAV
+20.2%
+36.6%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.5% | -5.4% | -1.3% |
| 7D | -1.0% | -0.1% | -0.9% | -1.1% |
| 30D | -0.6% | -25.0% | +24.4% | +1.7% |
| 3M | +3.4% | -15.0% | +18.3% | +4.1% |
| 6M | +10.6% | -33.6% | +44.3% | +13.2% |
| YTD | +10.3% | -39.2% | +49.5% | +12.6% |
| 1Y | +16.3% | -40.5% | +56.8% | +18.5% |
| All | +56.8% | +20.2% | +36.6% | +51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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