+48.8%
AAOI vs KWEB
-33.1%
+81.9%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.9% | +1.8% | -22.7% | -22.7% |
| 7D | -40.8% | +8.6% | -49.4% | -46.8% |
| 30D | -64.0% | +0.9% | -64.9% | -64.3% |
| 3M | -63.5% | -13.2% | -50.3% | -56.8% |
| 6M | -74.0% | -13.2% | -60.8% | -68.2% |
| YTD | +34.5% | -27.3% | +61.8% | +78.7% |
| 1Y | +48.8% | -33.2% | +82.1% | +115.8% |
| All | +48.8% | -33.1% | +81.9% | +115.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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