+1,314.2%
AAOI vs ASX
+444.1%
+870.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.0% | +3.0% | +3.0% |
| 7D | -0.2% | +5.2% | -5.4% | -5.4% |
| 30D | -23.7% | +0.5% | -24.2% | -23.8% |
| 3M | -39.0% | +8.3% | -47.4% | -42.6% |
| 6M | -17.0% | +82.0% | -99.1% | -53.4% |
| YTD | +202.2% | +147.6% | +54.6% | +26.2% |
| 1Y | +292.4% | +258.8% | +33.6% | +17.7% |
| 3Y | +804.4% | +452.1% | +352.3% | +105.4% |
| All | +1,314.2% | +444.1% | +870.1% | +199.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling