+804.4%
AAOI vs SCHW
+86.6%
+717.7%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.1% | +2.1% |
| 7D | -0.2% | -1.9% | +1.7% | +1.1% |
| 30D | -23.7% | -1.6% | -22.1% | -23.4% |
| 3M | -39.0% | +21.3% | -60.3% | -49.3% |
| 6M | -17.0% | +16.5% | -33.5% | -30.0% |
| YTD | +202.2% | +8.4% | +193.8% | +166.9% |
| 1Y | +292.4% | +15.6% | +276.8% | +226.6% |
| 3Y | +804.4% | +86.8% | +717.5% | +359.4% |
| All | +804.4% | +86.6% | +717.7% | +359.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling