+786.6%
AAOI vs CAPR
+31.5%
+755.1%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.9% | -0.4% | -4.2% |
| 7D | +2.9% | -10.6% | +13.5% | +3.2% |
| 30D | -23.1% | +111.2% | -134.3% | -25.1% |
| 3M | -41.0% | -67.2% | +26.2% | -40.4% |
| 6M | -14.3% | -75.1% | +60.9% | -12.7% |
| YTD | +196.3% | -71.2% | +267.5% | +200.3% |
| 1Y | +272.6% | +31.1% | +241.5% | +239.5% |
| All | +786.6% | +31.5% | +755.1% | +448.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 3y: compounded portfolio wealth divided by compounded CAPR 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…
3y analysis · Full analysis span regression · 6 months rolling