+72.3%
AAOI vs XLY
-1.1%
+73.4%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -0.1% | +7.0% | +7.0% |
| 7D | -27.4% | +1.9% | -29.3% | -27.9% |
| 30D | -59.1% | +5.6% | -64.7% | -60.5% |
| 3M | -59.6% | -0.2% | -59.4% | -59.4% |
| 6M | -71.9% | -1.5% | -70.4% | -71.4% |
| YTD | +43.8% | -0.9% | +44.7% | +43.0% |
| 1Y | +72.3% | +0.7% | +71.6% | +66.5% |
| All | +72.3% | -1.1% | +73.4% | +66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XLY.
Daily Out/Under-Performance
Portfolio return minus XLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLY 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 XLY 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