+937.0%
AAOI vs IGV
+574.1%
+362.9%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.7% | -3.6% |
| 7D | +2.9% | -5.4% | +8.3% | +9.4% |
| 30D | -23.1% | -2.6% | -20.5% | -22.6% |
| 3M | -41.0% | +10.5% | -51.5% | -48.7% |
| 6M | -14.3% | +18.2% | -32.5% | -33.6% |
| YTD | +196.3% | -4.2% | +200.5% | +191.3% |
| 1Y | +272.6% | -9.8% | +282.4% | +307.8% |
| 3Y | +775.3% | +39.1% | +736.2% | +594.1% |
| 5Y | +1,290.2% | +21.2% | +1,269.0% | +1,187.1% |
| 10Y | +426.2% | +361.5% | +64.6% | +13.0% |
| All | +937.0% | +574.1% | +362.9% | +57.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling