+100.9%
AAOI vs XLK
+19.7%
+81.2%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | 0.0% | -7.3% | -7.3% |
| 7D | -27.9% | -7.6% | -20.3% | -10.4% |
| 30D | -51.2% | -12.2% | -39.1% | -29.0% |
| 3M | -55.0% | -5.5% | -49.5% | -44.5% |
| 6M | -65.7% | +9.2% | -74.9% | -68.1% |
| YTD | +70.0% | +23.0% | +47.0% | +25.0% |
| 1Y | +100.9% | +20.7% | +80.2% | +59.0% |
| All | +100.9% | +19.7% | +81.2% | +59.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XLK.
Daily Out/Under-Performance
Portfolio return minus XLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLK 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 XLK 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