+372.1%
AAOI vs DOCS
-65.1%
+437.2%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -7.3% | +13.0% | +5.6% |
| 7D | +7.9% | -7.3% | +15.2% | +7.8% |
| 30D | -17.8% | -10.9% | -6.9% | -17.6% |
| 3M | -43.3% | +20.3% | -63.6% | -44.2% |
| 6M | +16.7% | -3.6% | +20.3% | +16.2% |
| YTD | +220.0% | -44.9% | +264.8% | +271.1% |
| 1Y | +372.1% | -64.9% | +436.9% | +766.3% |
| All | +372.1% | -65.1% | +437.2% | +766.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 1y: compounded portfolio wealth divided by compounded DOCS 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…
1y analysis · Full analysis span regression · 6 months rolling