+786.6%
AAOI vs IVV
+75.9%
+710.7%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.7% | -2.0% |
| 7D | +2.9% | -2.0% | +4.9% | +11.0% |
| 30D | -23.1% | -1.6% | -21.5% | -18.5% |
| 3M | -41.0% | +4.8% | -45.8% | -48.5% |
| 6M | -14.3% | +12.6% | -26.8% | -41.2% |
| YTD | +196.3% | +11.8% | +184.5% | +109.2% |
| 1Y | +272.6% | +17.6% | +255.1% | +131.0% |
| All | +786.6% | +75.9% | +710.7% | +74.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling