+352.5%
AAOI vs IGV
-1.8%
+354.3%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.2% | +7.4% | +6.5% |
| 7D | -0.7% | -4.5% | +3.8% | +2.2% |
| 30D | -17.9% | +3.2% | -21.1% | -20.6% |
| 3M | -48.0% | +4.5% | -52.5% | -49.7% |
| 6M | +5.8% | +22.1% | -16.3% | -5.9% |
| YTD | +202.7% | -1.0% | +203.8% | +310.8% |
| 1Y | +352.5% | -2.1% | +354.6% | +631.2% |
| All | +352.5% | -1.8% | +354.3% | +631.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IGV.
Daily Out/Under-Performance
Portfolio return minus IGV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IGV 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 IGV 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