+804.4%
AAOI vs KWEB
-2.3%
+806.7%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.3% | +1.6% |
| 7D | -0.2% | -5.6% | +5.4% | +3.4% |
| 30D | -23.7% | -10.7% | -13.0% | -18.0% |
| 3M | -39.0% | -7.4% | -31.6% | -36.3% |
| 6M | -17.0% | -19.3% | +2.3% | -4.2% |
| YTD | +202.2% | -27.8% | +230.0% | +268.1% |
| 1Y | +292.4% | -35.9% | +328.3% | +414.8% |
| 3Y | +804.4% | -1.9% | +806.3% | +822.3% |
| All | +804.4% | -2.3% | +806.7% | +822.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling