+48.8%
AAOI vs EQT
-8.0%
+56.8%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.9% | -3.6% | -17.3% | -19.3% |
| 7D | -40.8% | -6.9% | -33.9% | -38.9% |
| 30D | -64.0% | -3.2% | -60.8% | -63.3% |
| 3M | -63.5% | -0.9% | -62.6% | -63.4% |
| 6M | -74.0% | -13.0% | -61.0% | -71.6% |
| YTD | +34.5% | -4.4% | +38.9% | +47.5% |
| 1Y | +48.8% | -8.5% | +57.3% | +58.4% |
| All | +48.8% | -8.0% | +56.8% | +58.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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