+957.8%
AAOI vs IVZ
+72.9%
+885.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.1% | +0.9% | +1.3% |
| 7D | -0.2% | -2.4% | +2.2% | +1.3% |
| 30D | -23.7% | +3.0% | -26.7% | -25.3% |
| 3M | -39.0% | +14.9% | -53.9% | -43.5% |
| 6M | -17.0% | +36.7% | -53.8% | -31.2% |
| YTD | +202.2% | +25.7% | +176.6% | +157.9% |
| 1Y | +292.4% | +47.7% | +244.7% | +208.1% |
| 3Y | +804.4% | +138.8% | +665.5% | +465.9% |
| 5Y | +1,318.0% | +62.1% | +1,255.9% | +941.4% |
| 10Y | +436.7% | +64.3% | +372.4% | +277.0% |
| All | +957.8% | +72.9% | +885.0% | +702.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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