+1,314.2%
AAOI vs APA
+173.2%
+1,141.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.4% | +1.6% | +1.8% |
| 7D | -0.2% | +4.6% | -4.7% | -1.8% |
| 30D | -23.7% | +11.9% | -35.6% | -27.0% |
| 3M | -39.0% | +22.5% | -61.5% | -44.6% |
| 6M | -17.0% | +37.5% | -54.6% | -29.2% |
| YTD | +202.2% | +87.2% | +115.1% | +127.3% |
| 1Y | +292.4% | +101.4% | +191.0% | +183.1% |
| 3Y | +804.4% | +16.9% | +787.5% | +609.2% |
| All | +1,314.2% | +173.2% | +1,141.0% | +799.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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