+100.9%
AAOI vs IWD
+33.0%
+67.9%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +2.6% | -9.9% | -13.2% |
| 7D | -27.9% | +2.5% | -30.5% | -32.3% |
| 30D | -51.2% | +6.0% | -57.2% | -58.0% |
| 3M | -55.0% | +3.8% | -58.7% | -59.6% |
| 6M | -65.7% | +16.3% | -82.1% | -78.3% |
| YTD | +70.0% | +27.5% | +42.6% | -24.4% |
| 1Y | +100.9% | +32.8% | +68.1% | -21.9% |
| All | +100.9% | +33.0% | +67.9% | -21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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