+416.0%
AAOI vs IWD
+203.8%
+212.2%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.1% | +0.7% |
| 7D | -0.2% | -0.8% | +0.6% | +1.0% |
| 30D | -23.7% | -0.8% | -22.8% | -23.2% |
| 3M | -39.0% | +6.9% | -45.9% | -45.1% |
| 6M | -17.0% | +18.3% | -35.3% | -34.7% |
| YTD | +202.2% | +22.4% | +179.9% | +126.9% |
| 1Y | +292.4% | +27.4% | +265.0% | +183.9% |
| 3Y | +804.4% | +71.2% | +733.2% | +401.8% |
| 5Y | +1,318.0% | +75.7% | +1,242.3% | +679.6% |
| All | +416.0% | +203.8% | +212.2% | +67.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling