+1,290.2%
AAOI vs AMC
-99.5%
+1,389.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.1% | -0.2% | -3.8% |
| 7D | +2.9% | -7.1% | +10.0% | +3.9% |
| 30D | -23.1% | -1.7% | -21.4% | -23.2% |
| 3M | -41.0% | +13.5% | -54.5% | -43.7% |
| 6M | -14.3% | +112.6% | -126.9% | -26.1% |
| YTD | +196.3% | +51.3% | +145.0% | +167.3% |
| 1Y | +272.6% | -14.5% | +287.1% | +263.1% |
| 3Y | +775.3% | -67.1% | +842.5% | +805.7% |
| 5Y | +1,290.2% | -99.5% | +1,389.7% | +2,160.1% |
| All | +1,290.2% | -99.5% | +1,389.7% | +2,160.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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