+1,020.0%
AAOI vs IVV
+462.3%
+557.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.6% | +6.3% | +6.8% |
| 7D | +7.9% | +0.5% | +7.4% | +6.8% |
| 30D | -17.8% | -1.0% | -16.8% | -16.5% |
| 3M | -43.3% | +3.9% | -47.1% | -45.6% |
| 6M | +16.7% | +14.5% | +2.2% | -2.8% |
| YTD | +220.0% | +12.9% | +207.1% | +174.0% |
| 1Y | +372.1% | +19.4% | +352.7% | +281.7% |
| 3Y | +845.3% | +78.8% | +766.5% | +407.9% |
| 5Y | +1,333.8% | +82.2% | +1,251.6% | +674.8% |
| 10Y | +457.2% | +313.7% | +143.5% | -0.1% |
| All | +1,020.0% | +462.3% | +557.7% | +47.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling