+96.4%
QQQM vs AON
+6.4%
+90.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.5% | +1.3% |
| 7D | -0.6% | -6.3% | +5.7% | +1.2% |
| 30D | -1.2% | -14.1% | +12.9% | +2.7% |
| 3M | -0.1% | -9.5% | +9.4% | +1.6% |
| 6M | +18.0% | -4.0% | +22.0% | +17.0% |
| YTD | +16.7% | -13.8% | +30.5% | +20.0% |
| 1Y | +23.0% | -18.3% | +41.3% | +29.1% |
| 3Y | +93.3% | -7.2% | +100.5% | +88.0% |
| All | +96.4% | +6.4% | +90.1% | +63.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling