+72.3%
AAOI vs IBKR
+7.2%
+65.1%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +4.2% | +2.7% | +2.3% |
| 7D | -27.4% | -1.4% | -26.0% | -25.1% |
| 30D | -59.1% | -13.6% | -45.5% | -51.1% |
| 3M | -59.6% | -11.8% | -47.9% | -52.5% |
| 6M | -71.9% | -12.7% | -59.2% | -65.6% |
| YTD | +43.8% | +18.3% | +25.6% | +21.7% |
| 1Y | +72.3% | +9.0% | +63.3% | +63.7% |
| All | +72.3% | +7.2% | +65.1% | +63.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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