+1,314.2%
AAOI vs SCHW
+59.3%
+1,255.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.1% | +2.0% |
| 7D | -0.2% | -1.9% | +1.7% | +0.4% |
| 30D | -23.7% | -1.6% | -22.1% | -23.5% |
| 3M | -39.0% | +21.3% | -60.3% | -44.0% |
| 6M | -17.0% | +16.5% | -33.5% | -23.1% |
| YTD | +202.2% | +8.4% | +193.8% | +186.4% |
| 1Y | +292.4% | +15.6% | +276.8% | +263.7% |
| 3Y | +804.4% | +86.8% | +717.5% | +628.5% |
| All | +1,314.2% | +59.3% | +1,255.0% | +984.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling