+292.4%
AAOI vs SCHG
+13.0%
+279.4%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.1% | -0.5% |
| 7D | -0.2% | -1.0% | +0.9% | +2.9% |
| 30D | -23.7% | -1.3% | -22.4% | -21.6% |
| 3M | -39.0% | +5.4% | -44.5% | -46.9% |
| 6M | -17.0% | +14.4% | -31.5% | -40.5% |
| YTD | +202.2% | +8.0% | +194.2% | +164.9% |
| 1Y | +292.4% | +12.7% | +279.7% | +174.1% |
| All | +292.4% | +13.0% | +279.4% | +174.1% |
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