+289.4%
AAOI vs AS
-25.0%
+314.3%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.2% | 0.0% | -2.5% |
| 7D | +4.7% | -2.8% | +7.4% | +5.3% |
| 30D | -18.7% | -23.2% | +4.5% | -13.5% |
| 3M | -33.7% | -20.1% | -13.7% | -30.8% |
| 6M | -2.4% | -18.5% | +16.1% | -0.2% |
| YTD | +209.6% | -25.6% | +235.3% | +218.5% |
| All | +289.4% | -25.0% | +314.3% | +277.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 1y: compounded portfolio wealth divided by compounded AS 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…
1y analysis · Full analysis span regression · 6 months rolling