-75.6%
AQST price history and return analytics
+143.9%
-219.6%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -0.3% | +9.8% | +9.9% |
| 7D | +8.3% | +2.4% | +6.0% | +4.8% |
| 30D | -15.2% | -1.5% | -13.7% | -13.7% |
| 3M | -8.0% | -4.1% | -3.9% | -3.0% |
| 6M | -5.3% | +0.6% | -5.9% | -6.7% |
| YTD | -39.5% | +11.0% | -50.5% | -48.4% |
| 1Y | -26.2% | +13.3% | -39.6% | -38.9% |
| 3Y | +132.7% | +73.4% | +59.3% | +10.9% |
| 5Y | -37.8% | +57.4% | -95.3% | -65.8% |
| All | -75.6% | +143.9% | -219.6% | -92.2% |
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