+804.4%
AAOI vs XLY
+35.2%
+769.2%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.1% | +0.1% |
| 7D | -0.2% | -1.7% | +1.5% | +3.4% |
| 30D | -23.7% | -4.2% | -19.5% | -17.9% |
| 3M | -39.0% | -2.7% | -36.3% | -36.7% |
| 6M | -17.0% | -0.6% | -16.4% | -19.1% |
| YTD | +202.2% | -5.0% | +207.3% | +217.8% |
| 1Y | +292.4% | -4.1% | +296.5% | +315.5% |
| 3Y | +804.4% | +33.6% | +770.8% | +302.1% |
| All | +804.4% | +35.2% | +769.2% | +302.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling