+100.9%
AAOI vs XLI
+12.2%
+88.7%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -1.1% | -6.3% | -4.5% |
| 7D | -27.9% | +0.6% | -28.5% | -28.9% |
| 30D | -51.2% | -0.4% | -50.9% | -50.3% |
| 3M | -55.0% | -8.8% | -46.1% | -41.7% |
| 6M | -65.7% | -0.4% | -65.4% | -62.8% |
| YTD | +70.0% | +10.1% | +59.9% | +28.0% |
| 1Y | +100.9% | +12.3% | +88.6% | +45.1% |
| All | +100.9% | +12.2% | +88.7% | +45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLI.
Daily Out/Under-Performance
Portfolio return minus XLI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLI 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 XLI 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