+100.9%
AAOI vs IGV
-8.7%
+109.6%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +0.9% | -8.2% | -7.8% |
| 7D | -27.9% | -7.5% | -20.5% | -24.8% |
| 30D | -51.2% | -5.6% | -45.6% | -49.4% |
| 3M | -55.0% | +1.5% | -56.5% | -55.0% |
| 6M | -65.7% | +17.1% | -82.9% | -66.7% |
| YTD | +70.0% | -2.0% | +72.0% | +122.4% |
| 1Y | +100.9% | -7.5% | +108.4% | +202.6% |
| All | +100.9% | -8.7% | +109.6% | +202.6% |
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