-99.8%
AQB price history and return analytics
+208.1%
-308.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -2.0% |
| 7D | -16.1% | -0.7% | -15.4% | -15.3% |
| 30D | -8.6% | -1.7% | -6.9% | -7.2% |
| 3M | -38.1% | -2.3% | -35.7% | -36.6% |
| 6M | +4.3% | +1.5% | +2.8% | +2.7% |
| YTD | -0.8% | +12.0% | -12.8% | -10.3% |
| 1Y | -15.3% | +12.9% | -28.2% | -23.9% |
| 3Y | -59.9% | +74.9% | -134.8% | -75.4% |
| 5Y | -98.8% | +59.9% | -158.7% | -99.2% |
| All | -99.8% | +208.1% | -308.0% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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