+786.6%
AAOI vs ASX
+452.5%
+334.1%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.3% | -1.0% | -0.4% |
| 7D | +2.9% | +6.5% | -3.6% | -4.8% |
| 30D | -23.1% | +3.1% | -26.2% | -25.7% |
| 3M | -41.0% | +17.4% | -58.4% | -51.3% |
| 6M | -14.3% | +85.4% | -99.7% | -60.5% |
| YTD | +196.3% | +150.1% | +46.2% | -7.1% |
| 1Y | +272.6% | +256.3% | +16.3% | -23.6% |
| All | +786.6% | +452.5% | +334.1% | +0.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling