-99.9%
AQMS price history and return analytics
+222.7%
-322.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.5% | -0.6% | -17.8% | -17.5% |
| 7D | -15.9% | -0.1% | -15.8% | -15.6% |
| 30D | -11.9% | -0.7% | -11.2% | -10.7% |
| 3M | -27.6% | +4.0% | -31.6% | -32.1% |
| 6M | -50.9% | +12.3% | -63.2% | -58.5% |
| YTD | -49.9% | +14.0% | -63.9% | -58.4% |
| 1Y | -33.6% | +20.3% | -53.9% | -49.5% |
| 3Y | -98.9% | +75.4% | -174.3% | -99.5% |
| 5Y | -99.5% | +66.0% | -165.4% | -99.7% |
| 10Y | -99.9% | +228.2% | -328.1% | -100.0% |
| All | -99.9% | +222.7% | -322.5% | -100.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling