+826.4%
AAOI vs APH
+285.7%
+540.8%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -2.7% |
| 7D | +4.7% | +1.6% | +3.0% | +2.5% |
| 30D | -18.7% | -3.0% | -15.7% | -15.3% |
| 3M | -33.7% | +5.7% | -39.5% | -35.5% |
| 6M | -2.4% | +20.0% | -22.4% | -21.6% |
| YTD | +209.6% | +20.8% | +188.8% | +113.4% |
| 1Y | +355.0% | +40.2% | +314.8% | +144.6% |
| All | +826.4% | +285.7% | +540.8% | +8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 3y: compounded portfolio wealth divided by compounded APH 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…
3y analysis · Full analysis span regression · 6 months rolling