+72.3%
AAOI vs SGOV
+3.4%
+68.9%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SGOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | 0.0% | +6.9% | +5.8% |
| 7D | -27.4% | -0.2% | -27.2% | -22.6% |
| 30D | -59.1% | 0.0% | -59.1% | -56.8% |
| 3M | -59.6% | +0.6% | -60.3% | -52.8% |
| 6M | -71.9% | +1.6% | -73.5% | -68.0% |
| YTD | +43.8% | +2.8% | +41.0% | +169.4% |
| 1Y | +72.3% | +3.4% | +68.9% | +175.7% |
| All | +72.3% | +3.4% | +68.9% | +175.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SGOV.
Daily Out/Under-Performance
Portfolio return minus SGOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGOV 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 SGOV 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