+292.4%
AAOI vs ASX
+253.7%
+38.7%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.0% | +3.0% | +3.1% |
| 7D | -0.2% | +5.2% | -5.4% | -6.1% |
| 30D | -23.7% | +0.5% | -24.2% | -23.9% |
| 3M | -39.0% | +8.3% | -47.4% | -43.6% |
| 6M | -17.0% | +82.0% | -99.1% | -60.4% |
| YTD | +202.2% | +147.6% | +54.6% | -9.7% |
| 1Y | +292.4% | +258.8% | +33.6% | -32.4% |
| All | +292.4% | +253.7% | +38.7% | -32.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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