+352.5%
AAOI vs SCHD
+30.7%
+321.9%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.8% | +5.9% | +5.1% |
| 7D | -0.7% | -0.3% | -0.4% | -0.7% |
| 30D | -17.9% | +3.4% | -21.4% | -18.6% |
| 3M | -48.0% | +7.6% | -55.6% | -49.8% |
| 6M | +5.8% | +12.2% | -6.3% | -5.5% |
| YTD | +202.7% | +29.0% | +173.8% | +118.1% |
| 1Y | +352.5% | +30.3% | +322.2% | +210.7% |
| All | +352.5% | +30.7% | +321.9% | +210.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHD.
Daily Out/Under-Performance
Portfolio return minus SCHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHD 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 SCHD 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