+48.8%
AAOI vs SCHG
+0.2%
+48.7%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.9% | -5.5% | -15.4% | -4.5% |
| 7D | -40.8% | -6.8% | -34.0% | -25.2% |
| 30D | -64.0% | -11.2% | -52.8% | -46.8% |
| 3M | -63.5% | -7.4% | -56.2% | -51.8% |
| 6M | -74.0% | -1.0% | -73.0% | -70.1% |
| YTD | +34.5% | +0.9% | +33.6% | +57.9% |
| 1Y | +48.8% | -0.2% | +49.0% | +84.1% |
| All | +48.8% | +0.2% | +48.7% | +84.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHG.
Daily Out/Under-Performance
Portfolio return minus SCHG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHG 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 SCHG 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