+416.0%
AAOI vs EQT
+50.4%
+365.6%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.6% | +3.6% | +2.5% |
| 7D | -0.2% | -2.0% | +1.8% | +0.4% |
| 30D | -23.7% | 0.0% | -23.7% | -23.8% |
| 3M | -39.0% | +5.9% | -45.0% | -40.4% |
| 6M | -17.0% | -14.8% | -2.3% | -13.7% |
| YTD | +202.2% | +1.8% | +200.5% | +199.7% |
| 1Y | +292.4% | +7.4% | +285.0% | +283.9% |
| 3Y | +804.4% | +33.6% | +770.8% | +745.3% |
| 5Y | +1,318.0% | +199.3% | +1,118.7% | +981.4% |
| All | +416.0% | +50.4% | +365.6% | +310.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling