+352.5%
AAOI vs IAG
+119.5%
+233.0%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.2% | +7.3% | +6.5% |
| 7D | -0.7% | -0.5% | -0.1% | -0.7% |
| 30D | -17.9% | +28.9% | -46.8% | -30.9% |
| 3M | -48.0% | +19.1% | -67.1% | -54.0% |
| 6M | +5.8% | -10.3% | +16.1% | +10.0% |
| YTD | +202.7% | +24.2% | +178.5% | +147.1% |
| 1Y | +352.5% | +116.5% | +236.0% | +100.3% |
| All | +352.5% | +119.5% | +233.0% | +100.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 1y: compounded portfolio wealth divided by compounded IAG 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…
1y analysis · Full analysis span regression · 6 months rolling