+400.9%
AAOI vs APH
+1,715.0%
-1,314.1%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.7% | -3.9% | -3.8% |
| 7D | -0.5% | +4.9% | -5.4% | -5.6% |
| 30D | -42.1% | -5.4% | -36.7% | -37.4% |
| 3M | -61.6% | -5.5% | -56.2% | -57.8% |
| 6M | -77.6% | +25.9% | -103.6% | -81.6% |
| YTD | +43.1% | +16.4% | +26.8% | +18.1% |
| 1Y | +138.6% | +16.5% | +122.1% | +98.5% |
| 3Y | +353.5% | +270.9% | +82.7% | +31.0% |
| 5Y | +720.6% | +289.5% | +431.1% | +127.7% |
| 10Y | +99.8% | +930.0% | -830.2% | -79.0% |
| All | +400.9% | +1,715.0% | -1,314.1% | -66.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling