+957.8%
AAOI vs DUK
+202.5%
+755.3%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | -0.2% | -0.7% | +0.5% | -0.2% |
| 30D | -23.7% | -2.4% | -21.3% | -23.7% |
| 3M | -39.0% | -3.0% | -36.0% | -39.1% |
| 6M | -17.0% | -6.6% | -10.5% | -17.1% |
| YTD | +202.2% | +4.6% | +197.7% | +201.5% |
| 1Y | +292.4% | +1.2% | +291.2% | +291.7% |
| 3Y | +804.4% | +45.7% | +758.7% | +763.3% |
| 5Y | +1,318.0% | +40.3% | +1,277.7% | +1,248.7% |
| 10Y | +436.7% | +129.9% | +306.8% | +368.5% |
| All | +957.8% | +202.5% | +755.3% | +752.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling