+786.6%
AAOI vs IBB
+60.8%
+725.8%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.4% | -2.9% | -2.1% |
| 7D | +2.9% | -5.2% | +8.1% | +11.5% |
| 30D | -23.1% | +1.5% | -24.6% | -27.1% |
| 3M | -41.0% | +22.1% | -63.2% | -59.7% |
| 6M | -14.3% | +17.7% | -32.0% | -39.4% |
| YTD | +196.3% | +20.2% | +176.1% | +102.7% |
| 1Y | +272.6% | +44.4% | +228.2% | +80.6% |
| All | +786.6% | +60.8% | +725.8% | +231.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 3y: compounded portfolio wealth divided by compounded IBB 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…
3y analysis · Full analysis span regression · 6 months rolling