+1,314.2%
AAOI vs DUK
+39.2%
+1,275.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | -0.2% | -0.7% | +0.5% | -0.6% |
| 30D | -23.7% | -2.4% | -21.3% | -24.6% |
| 3M | -39.0% | -3.0% | -36.0% | -39.5% |
| 6M | -17.0% | -6.6% | -10.5% | -18.4% |
| YTD | +202.2% | +4.6% | +197.7% | +212.0% |
| 1Y | +292.4% | +1.2% | +291.2% | +301.0% |
| 3Y | +804.4% | +45.7% | +758.7% | +946.0% |
| All | +1,314.2% | +39.2% | +1,275.0% | +1,637.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 5y: compounded portfolio wealth divided by compounded DUK 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…
5y analysis · Full analysis span regression · 6 months rolling