+1,020.0%
AAOI vs CB
+350.1%
+669.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.4% | +7.2% | +6.0% |
| 7D | +7.9% | -0.6% | +8.5% | +7.9% |
| 30D | -17.8% | -3.9% | -13.9% | -17.3% |
| 3M | -43.3% | +4.9% | -48.2% | -44.4% |
| 6M | +16.7% | +3.3% | +13.5% | +14.0% |
| YTD | +220.0% | +8.5% | +211.5% | +207.0% |
| 1Y | +372.1% | +22.1% | +350.0% | +334.2% |
| 3Y | +845.3% | +70.1% | +775.2% | +665.1% |
| 5Y | +1,333.8% | +97.4% | +1,236.4% | +941.9% |
| 10Y | +457.2% | +216.8% | +240.4% | +175.8% |
| All | +1,020.0% | +350.1% | +669.8% | +295.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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