+352.5%
AAOI vs SCHW
+14.3%
+338.3%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.0% | +6.1% | +4.9% |
| 7D | -0.7% | -0.8% | +0.1% | -0.8% |
| 30D | -17.9% | +1.5% | -19.4% | -17.7% |
| 3M | -48.0% | +24.6% | -72.5% | -47.3% |
| 6M | +5.8% | +14.5% | -8.7% | +7.3% |
| YTD | +202.7% | +10.5% | +192.3% | +205.6% |
| 1Y | +352.5% | +13.4% | +339.2% | +326.7% |
| All | +352.5% | +14.3% | +338.3% | +326.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 SCHW 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