+352.5%
AAOI vs XHB
-9.3%
+361.8%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.0% | +4.2% | +4.8% |
| 7D | -0.7% | -1.3% | +0.6% | -0.2% |
| 30D | -17.9% | -6.9% | -11.0% | -15.6% |
| 3M | -48.0% | -1.3% | -46.7% | -47.5% |
| 6M | +5.8% | -6.8% | +12.6% | +6.8% |
| YTD | +202.7% | +0.7% | +202.0% | +187.2% |
| 1Y | +352.5% | -11.2% | +363.8% | +320.6% |
| All | +352.5% | -9.3% | +361.8% | +320.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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