+1,314.2%
AAOI vs C
+134.8%
+1,179.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +1.8% |
| 7D | -0.2% | +0.8% | -1.0% | -1.0% |
| 30D | -23.7% | +0.9% | -24.6% | -24.6% |
| 3M | -39.0% | +1.1% | -40.1% | -39.4% |
| 6M | -17.0% | +28.4% | -45.4% | -34.6% |
| YTD | +202.2% | +20.8% | +181.5% | +145.2% |
| 1Y | +292.4% | +43.4% | +249.0% | +170.9% |
| 3Y | +804.4% | +274.9% | +529.5% | +205.7% |
| All | +1,314.2% | +134.8% | +1,179.4% | +451.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling