+1,314.2%
AAOI vs A
-14.3%
+1,328.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.7% | -0.7% | 0.0% |
| 7D | -0.2% | -2.6% | +2.4% | +1.7% |
| 30D | -23.7% | -0.9% | -22.8% | -23.3% |
| 3M | -39.0% | +13.6% | -52.7% | -44.9% |
| 6M | -17.0% | +27.8% | -44.9% | -34.5% |
| YTD | +202.2% | +8.6% | +193.6% | +172.2% |
| 1Y | +292.4% | +16.9% | +275.5% | +234.2% |
| 3Y | +804.4% | +32.9% | +771.5% | +601.8% |
| All | +1,314.2% | -14.3% | +1,328.5% | +1,304.7% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 5y: compounded portfolio wealth divided by compounded A 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…
5y analysis · Full analysis span regression · 6 months rolling