+983.6%
AAOI vs EIX
+103.8%
+879.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.2% | -0.1% | -2.5% |
| 7D | +4.7% | +4.1% | +0.6% | +3.7% |
| 30D | -18.7% | -15.3% | -3.4% | -16.6% |
| 3M | -33.7% | -18.4% | -15.3% | -31.9% |
| 6M | -2.4% | -16.8% | +14.4% | -0.3% |
| YTD | +209.6% | -0.6% | +210.2% | +199.6% |
| 1Y | +355.0% | +10.7% | +344.4% | +326.5% |
| 3Y | +814.7% | -4.5% | +819.1% | +787.5% |
| 5Y | +1,298.1% | +24.0% | +1,274.0% | +1,157.8% |
| 10Y | +449.8% | +22.9% | +426.9% | +388.8% |
| All | +983.6% | +103.8% | +879.8% | +725.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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