+983.6%
AAOI vs IBB
+206.7%
+776.9%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.9% | -2.4% | -2.4% |
| 7D | +4.7% | -3.9% | +8.5% | +8.5% |
| 30D | -18.7% | +2.7% | -21.5% | -21.9% |
| 3M | -33.7% | +21.4% | -55.1% | -46.1% |
| 6M | -2.4% | +20.1% | -22.5% | -20.6% |
| YTD | +209.6% | +21.9% | +187.7% | +150.4% |
| 1Y | +355.0% | +44.1% | +310.9% | +216.0% |
| 3Y | +814.7% | +63.4% | +751.3% | +506.9% |
| 5Y | +1,298.1% | +19.8% | +1,278.3% | +1,113.4% |
| 10Y | +449.8% | +127.0% | +322.8% | +213.8% |
| All | +983.6% | +206.7% | +776.9% | +503.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling