+87.6%
SMH vs AAOI
+285.2%
-197.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.0% | -0.5% | +1.2% |
| 7D | +0.3% | -0.2% | +0.4% | +0.3% |
| 30D | -2.8% | -23.7% | +20.9% | +0.3% |
| 3M | -6.7% | -39.0% | +32.3% | -2.9% |
| 6M | +41.8% | -17.0% | +58.8% | +39.7% |
| YTD | +57.9% | +202.2% | -144.4% | +29.9% |
| 1Y | +87.6% | +292.4% | -204.8% | +44.6% |
| All | +87.6% | +285.2% | -197.6% | +44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOI.
Daily Out/Under-Performance
Portfolio return minus AAOI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOI 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 AAOI 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