+957.8%
AAOI vs XLK
+1,252.5%
-294.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.3% | +0.7% | +0.1% |
| 7D | -0.2% | +0.2% | -0.4% | -0.4% |
| 30D | -23.7% | -0.6% | -23.1% | -22.4% |
| 3M | -39.0% | +2.6% | -41.6% | -37.3% |
| 6M | -17.0% | +34.0% | -51.0% | -39.4% |
| YTD | +202.2% | +30.7% | +171.6% | +131.3% |
| 1Y | +292.4% | +39.2% | +253.2% | +187.6% |
| 3Y | +804.4% | +120.4% | +684.0% | +362.1% |
| 5Y | +1,318.0% | +148.8% | +1,169.2% | +548.7% |
| 10Y | +436.7% | +803.3% | -366.6% | -47.2% |
| All | +957.8% | +1,252.5% | -294.7% | -34.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling