+352.5%
AAOI vs SOXQ
+111.3%
+241.2%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.4% | +1.8% | -0.6% |
| 7D | -0.7% | +2.3% | -3.0% | -4.5% |
| 30D | -17.9% | -2.3% | -15.7% | -13.2% |
| 3M | -48.0% | -13.8% | -34.2% | -30.9% |
| 6M | +5.8% | +48.6% | -42.8% | -51.7% |
| YTD | +202.7% | +66.0% | +136.7% | +6.3% |
| 1Y | +352.5% | +107.9% | +244.7% | -4.7% |
| All | +352.5% | +111.3% | +241.2% | -4.7% |
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