-2.4%
AAOI vs IBB
+23.4%
-25.9%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.9% | -2.4% | -3.3% |
| 7D | +4.7% | -3.9% | +8.5% | +4.6% |
| 30D | -18.7% | +2.7% | -21.5% | -19.0% |
| 3M | -33.7% | +21.4% | -55.1% | -34.5% |
| 6M | -2.4% | +20.1% | -22.5% | -1.8% |
| All | -2.4% | +23.4% | -25.9% | -1.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling