+72.3%
AAOI vs XLV
+29.5%
+42.8%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -0.1% | +7.0% | +6.9% |
| 7D | -27.4% | 0.0% | -27.4% | -27.2% |
| 30D | -59.1% | +9.5% | -68.6% | -55.7% |
| 3M | -59.6% | +12.8% | -72.4% | -55.5% |
| 6M | -71.9% | +28.1% | -100.1% | -72.0% |
| YTD | +43.8% | +20.9% | +22.9% | +63.4% |
| 1Y | +72.3% | +28.7% | +43.5% | +97.9% |
| All | +72.3% | +29.5% | +42.8% | +97.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XLV.
Daily Out/Under-Performance
Portfolio return minus XLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLV 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 XLV 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