+38.1%
SOXX vs AAOI
+59.2%
-21.1%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +6.9% | -3.4% | +2.2% |
| 7D | -13.1% | -27.4% | +14.3% | -8.1% |
| 30D | -29.7% | -59.1% | +29.4% | -18.7% |
| 3M | -23.0% | -59.6% | +36.6% | -11.5% |
| 6M | -19.1% | -71.9% | +52.8% | -5.0% |
| YTD | +36.2% | +43.8% | -7.6% | +30.0% |
| 1Y | +38.1% | +72.3% | -34.1% | +25.9% |
| All | +38.1% | +59.2% | -21.1% | +25.9% |
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