+292.4%
AAOI vs SGOV
+3.8%
+288.6%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SGOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +3.0% |
| 7D | -0.2% | 0.0% | -0.2% | +2.2% |
| 30D | -23.7% | +0.3% | -24.0% | -11.1% |
| 3M | -39.0% | +0.9% | -40.0% | -6.6% |
| 6M | -17.0% | +1.8% | -18.9% | +100.3% |
| YTD | +202.2% | +2.5% | +199.7% | +1,359.7% |
| 1Y | +292.4% | +3.8% | +288.6% | +16,845.9% |
| All | +292.4% | +3.8% | +288.6% | +16,845.9% |
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