+292.4%
AAOI vs ITOT
+17.8%
+274.6%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.2% | -1.6% |
| 7D | -0.2% | -0.9% | +0.7% | +3.8% |
| 30D | -23.7% | -1.5% | -22.2% | -19.0% |
| 3M | -39.0% | +3.6% | -42.6% | -44.8% |
| 6M | -17.0% | +13.7% | -30.7% | -45.7% |
| YTD | +202.2% | +12.9% | +189.3% | +97.7% |
| 1Y | +292.4% | +17.2% | +275.2% | +116.8% |
| All | +292.4% | +17.8% | +274.6% | +116.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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