+1,314.2%
AAOI vs ADSK
-25.3%
+1,339.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.4% | +1.6% | +1.7% |
| 7D | -0.2% | -2.5% | +2.4% | +1.5% |
| 30D | -23.7% | -14.9% | -8.8% | -16.1% |
| 3M | -39.0% | +3.3% | -42.3% | -45.9% |
| 6M | -17.0% | -15.7% | -1.4% | -15.1% |
| YTD | +202.2% | -28.2% | +230.5% | +257.8% |
| 1Y | +292.4% | -34.5% | +327.0% | +413.8% |
| 3Y | +804.4% | -2.9% | +807.3% | +805.9% |
| All | +1,314.2% | -25.3% | +1,339.6% | +1,180.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ADSK.
Daily Out/Under-Performance
Portfolio return minus ADSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADSK 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 ADSK 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