+352.5%
AAOI vs IVV
+20.9%
+331.6%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.4% | +5.5% | +6.9% |
| 7D | -0.7% | +0.1% | -0.8% | -1.5% |
| 30D | -17.9% | +0.1% | -18.0% | -18.4% |
| 3M | -48.0% | +2.0% | -50.0% | -50.1% |
| 6M | +5.8% | +13.0% | -7.2% | -28.7% |
| YTD | +202.7% | +13.6% | +189.1% | +94.3% |
| 1Y | +352.5% | +20.1% | +332.5% | +133.7% |
| All | +352.5% | +20.9% | +331.6% | +133.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IVV.
Daily Out/Under-Performance
Portfolio return minus IVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVV 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 IVV 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