+352.5%
AAOI vs XBI
+75.8%
+276.7%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.3% | +5.5% | +5.4% |
| 7D | -0.7% | +0.9% | -1.5% | -1.4% |
| 30D | -17.9% | +7.1% | -25.0% | -23.5% |
| 3M | -48.0% | +22.9% | -70.9% | -56.2% |
| 6M | +5.8% | +29.7% | -23.9% | -16.0% |
| YTD | +202.7% | +34.5% | +168.2% | +122.1% |
| 1Y | +352.5% | +76.1% | +276.5% | +191.9% |
| All | +352.5% | +75.8% | +276.7% | +191.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 XBI 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