+100.9%
AAOI vs IVV
+14.7%
+86.2%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +1.6% | -9.0% | -14.1% |
| 7D | -27.9% | -0.7% | -27.2% | -25.5% |
| 30D | -51.2% | -1.0% | -50.2% | -47.9% |
| 3M | -55.0% | -0.3% | -54.7% | -53.1% |
| 6M | -65.7% | +7.4% | -73.1% | -71.3% |
| YTD | +70.0% | +13.4% | +56.7% | +22.1% |
| 1Y | +100.9% | +14.8% | +86.1% | +41.2% |
| All | +100.9% | +14.7% | +86.2% | +41.2% |
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