+58.8%
QQQI vs AVAV
+18.2%
+40.5%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.3% |
| 7D | +0.4% | -2.2% | +2.6% | +0.6% |
| 30D | +1.0% | -13.9% | +14.9% | +2.1% |
| 3M | -1.2% | -29.2% | +28.0% | +1.0% |
| 6M | +11.6% | -36.1% | +47.7% | +14.6% |
| YTD | +11.7% | -40.2% | +51.9% | +14.2% |
| 1Y | +18.7% | -36.2% | +54.9% | +20.0% |
| All | +58.8% | +18.2% | +40.5% | +53.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling