+48.8%
AAOI vs SOXQ
+29.4%
+19.4%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.9% | -12.1% | -8.8% | -0.2% |
| 7D | -40.8% | -21.6% | -19.2% | -8.6% |
| 30D | -64.0% | -31.7% | -32.3% | -28.3% |
| 3M | -63.5% | -24.8% | -38.7% | -36.6% |
| 6M | -74.0% | -17.7% | -56.4% | -62.4% |
| YTD | +34.5% | +27.7% | +6.8% | -14.4% |
| 1Y | +48.8% | +26.0% | +22.8% | -0.7% |
| All | +48.8% | +29.4% | +19.4% | -0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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