+416.0%
AAOI vs IBKR
+1,011.6%
-595.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.2% | -0.2% | +0.6% |
| 7D | -0.2% | -1.3% | +1.2% | +0.7% |
| 30D | -23.7% | -0.2% | -23.5% | -23.6% |
| 3M | -39.0% | +3.0% | -42.0% | -39.7% |
| 6M | -17.0% | +33.9% | -50.9% | -30.4% |
| YTD | +202.2% | +42.5% | +159.7% | +140.5% |
| 1Y | +292.4% | +44.9% | +247.5% | +213.6% |
| 3Y | +804.4% | +293.0% | +511.4% | +343.6% |
| 5Y | +1,318.0% | +497.7% | +820.4% | +436.1% |
| All | +416.0% | +1,011.6% | -595.7% | +63.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling