+416.0%
AAOI vs C
+302.1%
+113.9%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +1.8% |
| 7D | -0.2% | +0.8% | -1.0% | -0.8% |
| 30D | -23.7% | +0.9% | -24.6% | -24.3% |
| 3M | -39.0% | +1.1% | -40.1% | -39.1% |
| 6M | -17.0% | +28.4% | -45.4% | -29.4% |
| YTD | +202.2% | +20.8% | +181.5% | +163.4% |
| 1Y | +292.4% | +43.4% | +249.0% | +208.1% |
| 3Y | +804.4% | +274.9% | +529.5% | +326.5% |
| 5Y | +1,318.0% | +136.7% | +1,181.4% | +727.9% |
| All | +416.0% | +302.1% | +113.9% | +115.8% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 10y: compounded portfolio wealth divided by compounded C 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…
10y analysis · Full analysis span regression · 6 months rolling