+1,290.2%
AAOI vs APH
+343.8%
+946.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.3% | -3.0% | -2.8% |
| 7D | +2.9% | -2.2% | +5.1% | +5.5% |
| 30D | -23.1% | -4.0% | -19.1% | -19.0% |
| 3M | -41.0% | +7.7% | -48.7% | -43.3% |
| 6M | -14.3% | +17.8% | -32.1% | -28.8% |
| YTD | +196.3% | +19.2% | +177.1% | +119.3% |
| 1Y | +272.6% | +35.7% | +236.9% | +132.4% |
| 3Y | +775.3% | +282.9% | +492.4% | +81.8% |
| 5Y | +1,290.2% | +345.6% | +944.5% | +148.4% |
| All | +1,290.2% | +343.8% | +946.4% | +148.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling