+48.8%
AAOI vs SCHD
+38.7%
+10.1%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.9% | -2.2% | -18.7% | -22.6% |
| 7D | -40.8% | -0.5% | -40.3% | -40.7% |
| 30D | -64.0% | +7.8% | -71.8% | -61.1% |
| 3M | -63.5% | +6.1% | -69.7% | -61.3% |
| 6M | -74.0% | +13.6% | -87.6% | -73.4% |
| YTD | +34.5% | +32.3% | +2.2% | +21.5% |
| 1Y | +48.8% | +38.0% | +10.8% | +30.4% |
| All | +48.8% | +38.7% | +10.1% | +30.4% |
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