+416.0%
AAOI vs APTV
-16.1%
+432.1%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.3% | +2.2% |
| 7D | -0.2% | -5.0% | +4.9% | +2.1% |
| 30D | -23.7% | -6.1% | -17.6% | -21.6% |
| 3M | -39.0% | -33.0% | -6.0% | -27.8% |
| 6M | -17.0% | -35.2% | +18.2% | -3.2% |
| YTD | +202.2% | -40.1% | +242.4% | +255.9% |
| 1Y | +292.4% | -45.6% | +338.0% | +392.7% |
| 3Y | +804.4% | -54.4% | +858.7% | +1,119.3% |
| 5Y | +1,318.0% | -68.9% | +1,386.9% | +2,144.4% |
| All | +416.0% | -16.1% | +432.1% | +388.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 10y: compounded portfolio wealth divided by compounded APTV 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…
10y analysis · Full analysis span regression · 6 months rolling