+1,314.2%
AAOI vs ED
+67.9%
+1,246.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.3% | +1.8% |
| 7D | -0.2% | -0.8% | +0.6% | -0.8% |
| 30D | -23.7% | -0.4% | -23.3% | -23.8% |
| 3M | -39.0% | +0.5% | -39.5% | -38.0% |
| 6M | -17.0% | -3.1% | -13.9% | -16.7% |
| YTD | +202.2% | +9.8% | +192.4% | +230.0% |
| 1Y | +292.4% | +12.6% | +279.8% | +340.8% |
| 3Y | +804.4% | +31.4% | +773.0% | +995.2% |
| All | +1,314.2% | +67.9% | +1,246.3% | +2,228.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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