+352.5%
AAOI vs AU
+100.5%
+252.1%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.3% | +7.5% | +6.3% |
| 7D | -0.7% | -3.6% | +3.0% | +1.1% |
| 30D | -17.9% | +23.9% | -41.8% | -27.1% |
| 3M | -48.0% | +19.1% | -67.1% | -53.2% |
| 6M | +5.8% | -0.2% | +6.0% | +3.1% |
| YTD | +202.7% | +32.5% | +170.3% | +152.8% |
| 1Y | +352.5% | +96.9% | +255.6% | +171.9% |
| All | +352.5% | +100.5% | +252.1% | +171.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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