+983.6%
AAOI vs ASX
+1,480.3%
-496.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +3.5% | -6.8% | -5.6% |
| 7D | +4.7% | +11.1% | -6.5% | -2.5% |
| 30D | -18.7% | +9.6% | -28.3% | -23.1% |
| 3M | -33.7% | +18.6% | -52.4% | -39.3% |
| 6M | -2.4% | +92.1% | -94.6% | -32.6% |
| YTD | +209.6% | +158.5% | +51.1% | +80.3% |
| 1Y | +355.0% | +271.9% | +83.1% | +119.0% |
| 3Y | +814.7% | +465.2% | +349.4% | +282.4% |
| 5Y | +1,298.1% | +479.4% | +818.6% | +461.3% |
| 10Y | +449.8% | +992.0% | -542.2% | +64.9% |
| All | +983.6% | +1,480.3% | -496.7% | +221.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling