+1,020.0%
AAOI vs C
+278.6%
+741.3%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.7% | +6.4% | +6.2% |
| 7D | +7.9% | +3.2% | +4.7% | +5.4% |
| 30D | -17.8% | +1.3% | -19.0% | -18.6% |
| 3M | -43.3% | +3.1% | -46.4% | -44.3% |
| 6M | +16.7% | +29.6% | -12.9% | -1.2% |
| YTD | +220.0% | +19.0% | +201.0% | +181.8% |
| 1Y | +372.1% | +45.6% | +326.4% | +266.3% |
| 3Y | +845.3% | +269.3% | +576.1% | +342.0% |
| 5Y | +1,333.8% | +131.6% | +1,202.2% | +747.2% |
| 10Y | +457.2% | +286.5% | +170.7% | +115.8% |
| All | +1,020.0% | +278.6% | +741.3% | +347.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling