+633.9%
AAOI vs AMC
-98.1%
+732.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -3.4% | +9.1% | +6.0% |
| 7D | +7.9% | -0.8% | +8.7% | +7.9% |
| 30D | -17.8% | -1.2% | -16.6% | -17.9% |
| 3M | -43.3% | +42.2% | -85.5% | -45.8% |
| 6M | +16.7% | +118.8% | -102.1% | +7.2% |
| YTD | +220.0% | +64.1% | +155.9% | +200.5% |
| 1Y | +372.1% | -9.5% | +381.6% | +364.1% |
| 3Y | +845.3% | -64.3% | +909.7% | +856.2% |
| 5Y | +1,333.8% | -99.5% | +1,433.3% | +1,696.3% |
| 10Y | +457.2% | -98.9% | +556.1% | +508.2% |
| All | +633.9% | -98.1% | +732.0% | +549.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling