+937.0%
AAOI vs IBN
+454.0%
+483.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.7% | -4.1% |
| 7D | +2.9% | -5.5% | +8.4% | +4.8% |
| 30D | -23.1% | -3.4% | -19.7% | -22.2% |
| 3M | -41.0% | +8.7% | -49.7% | -42.7% |
| 6M | -14.3% | +3.7% | -18.0% | -15.6% |
| YTD | +196.3% | -2.4% | +198.7% | +196.2% |
| 1Y | +272.6% | -8.1% | +280.7% | +278.9% |
| 3Y | +775.3% | +26.3% | +749.0% | +701.8% |
| 5Y | +1,290.2% | +54.9% | +1,235.2% | +1,084.5% |
| 10Y | +426.2% | +311.8% | +114.4% | +215.0% |
| All | +937.0% | +454.0% | +483.0% | +456.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling