+1,314.2%
AAOI vs IBN
+58.3%
+1,255.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.9% | +0.1% | +1.1% |
| 7D | -0.2% | -3.0% | +2.8% | +1.2% |
| 30D | -23.7% | -1.5% | -22.2% | -23.1% |
| 3M | -39.0% | +7.9% | -46.9% | -41.2% |
| 6M | -17.0% | +8.6% | -25.7% | -20.4% |
| YTD | +202.2% | -0.6% | +202.8% | +199.8% |
| 1Y | +292.4% | -7.3% | +299.7% | +302.3% |
| 3Y | +804.4% | +26.2% | +778.2% | +675.6% |
| All | +1,314.2% | +58.3% | +1,255.9% | +958.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 5y: compounded portfolio wealth divided by compounded IBN 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…
5y analysis · Full analysis span regression · 6 months rolling