+1,020.0%
AAOI vs IWD
+286.5%
+733.5%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.8% | +6.5% | +6.9% |
| 7D | +7.9% | -0.2% | +8.1% | +7.9% |
| 30D | -17.8% | -0.8% | -17.0% | -17.3% |
| 3M | -43.3% | +8.0% | -51.3% | -50.0% |
| 6M | +16.7% | +18.2% | -1.5% | -8.3% |
| YTD | +220.0% | +22.3% | +197.7% | +139.2% |
| 1Y | +372.1% | +28.9% | +343.2% | +233.7% |
| 3Y | +845.3% | +71.5% | +773.8% | +412.6% |
| 5Y | +1,333.8% | +73.6% | +1,260.2% | +680.3% |
| 10Y | +457.2% | +194.7% | +262.5% | +55.9% |
| All | +1,020.0% | +286.5% | +733.5% | +140.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling