+416.0%
AAOI vs KWEB
-19.7%
+435.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.3% | +1.7% |
| 7D | -0.2% | -5.6% | +5.4% | +2.7% |
| 30D | -23.7% | -10.7% | -13.0% | -19.2% |
| 3M | -39.0% | -7.4% | -31.6% | -36.8% |
| 6M | -17.0% | -19.3% | +2.3% | -6.4% |
| YTD | +202.2% | -27.8% | +230.0% | +258.5% |
| 1Y | +292.4% | -35.9% | +328.3% | +399.3% |
| 3Y | +804.4% | -1.9% | +806.3% | +809.6% |
| 5Y | +1,318.0% | -43.2% | +1,361.2% | +1,691.5% |
| All | +416.0% | -19.7% | +435.7% | +409.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling