+957.8%
AAOI vs CHTR
+8.2%
+949.6%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +3.7% | -1.7% | +1.1% |
| 7D | -0.2% | -4.1% | +3.9% | +0.6% |
| 30D | -23.7% | -3.0% | -20.7% | -23.8% |
| 3M | -39.0% | +4.8% | -43.8% | -40.9% |
| 6M | -17.0% | -35.0% | +18.0% | -11.2% |
| YTD | +202.2% | -30.2% | +232.4% | +212.8% |
| 1Y | +292.4% | -44.8% | +337.2% | +342.2% |
| 3Y | +804.4% | -66.6% | +870.9% | +1,046.5% |
| 5Y | +1,318.0% | -81.5% | +1,399.5% | +2,026.4% |
| 10Y | +436.7% | -44.8% | +481.5% | +441.2% |
| All | +957.8% | +8.2% | +949.6% | +743.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CHTR.
Daily Out/Under-Performance
Portfolio return minus CHTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHTR 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 CHTR 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