+48.8%
AAOI vs XLU
+0.3%
+48.5%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.9% | -0.7% | -20.2% | -20.3% |
| 7D | -40.8% | +0.4% | -41.2% | -41.0% |
| 30D | -64.0% | +5.2% | -69.2% | -65.9% |
| 3M | -63.5% | -0.1% | -63.4% | -63.5% |
| 6M | -74.0% | -5.3% | -68.7% | -71.9% |
| YTD | +34.5% | +3.5% | +31.0% | +18.1% |
| 1Y | +48.8% | +0.2% | +48.6% | +45.8% |
| All | +48.8% | +0.3% | +48.5% | +45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 XLU 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