+786.6%
AAOI vs IWD
+69.4%
+717.2%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.3% | -4.0% | -3.3% |
| 7D | +2.9% | -2.3% | +5.2% | +11.1% |
| 30D | -23.1% | -1.8% | -21.3% | -19.6% |
| 3M | -41.0% | +8.0% | -49.1% | -56.1% |
| 6M | -14.3% | +17.0% | -31.3% | -50.7% |
| YTD | +196.3% | +21.3% | +175.0% | +49.0% |
| 1Y | +272.6% | +27.9% | +244.7% | +61.3% |
| All | +786.6% | +69.4% | +717.2% | +58.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling