+416.0%
AAOI vs COO
+17.0%
+399.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.5% | +2.3% |
| 7D | -0.2% | -22.5% | +22.4% | +13.6% |
| 30D | -23.7% | -29.7% | +6.0% | -8.9% |
| 3M | -39.0% | -20.1% | -18.9% | -33.4% |
| 6M | -17.0% | -26.9% | +9.9% | -5.9% |
| YTD | +202.2% | -34.2% | +236.5% | +264.5% |
| 1Y | +292.4% | -21.3% | +313.7% | +318.8% |
| 3Y | +804.4% | -38.7% | +843.0% | +1,027.3% |
| 5Y | +1,318.0% | -52.2% | +1,370.2% | +1,904.9% |
| All | +416.0% | +17.0% | +399.0% | +300.1% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 10y: compounded portfolio wealth divided by compounded COO 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…
10y analysis · Full analysis span regression · 6 months rolling