+575.2%
AAOI vs AS
+114.1%
+461.1%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -2.8% | +8.5% | +7.5% |
| 7D | +7.9% | -2.6% | +10.5% | +9.5% |
| 30D | -17.8% | -22.1% | +4.4% | -4.8% |
| 3M | -43.3% | -15.3% | -28.0% | -39.4% |
| 6M | +16.7% | -15.6% | +32.3% | +24.0% |
| YTD | +220.0% | -23.2% | +243.2% | +255.2% |
| 1Y | +372.1% | -21.7% | +393.8% | +416.5% |
| All | +575.2% | +114.1% | +461.1% | +316.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling