+416.0%
AAOI vs SCHD
+244.5%
+171.5%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.4% | +1.6% | +1.5% |
| 7D | -0.2% | -2.0% | +1.8% | +2.2% |
| 30D | -23.7% | -0.4% | -23.3% | -23.8% |
| 3M | -39.0% | +5.7% | -44.7% | -44.5% |
| 6M | -17.0% | +11.9% | -28.9% | -29.7% |
| YTD | +202.2% | +26.4% | +175.8% | +119.7% |
| 1Y | +292.4% | +27.6% | +264.8% | +183.4% |
| 3Y | +804.4% | +54.9% | +749.4% | +455.4% |
| 5Y | +1,318.0% | +60.9% | +1,257.1% | +747.8% |
| All | +416.0% | +244.5% | +171.5% | +30.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling