+1,314.2%
AAOI vs IWD
+74.6%
+1,239.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.1% | 0.0% |
| 7D | -0.2% | -0.8% | +0.6% | +1.6% |
| 30D | -23.7% | -0.8% | -22.8% | -23.0% |
| 3M | -39.0% | +6.9% | -45.9% | -48.4% |
| 6M | -17.0% | +18.3% | -35.3% | -43.4% |
| YTD | +202.2% | +22.4% | +179.9% | +91.1% |
| 1Y | +292.4% | +27.4% | +265.0% | +133.5% |
| 3Y | +804.4% | +71.2% | +733.2% | +260.5% |
| All | +1,314.2% | +74.6% | +1,239.6% | +451.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling