+937.0%
AAOI vs EQT
+23.4%
+913.6%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.6% | -4.9% | -4.5% |
| 7D | +2.9% | -1.2% | +4.1% | +3.2% |
| 30D | -23.1% | +1.1% | -24.2% | -23.4% |
| 3M | -41.0% | +4.8% | -45.8% | -42.2% |
| 6M | -14.3% | -10.6% | -3.7% | -12.0% |
| YTD | +196.3% | +3.4% | +192.9% | +192.3% |
| 1Y | +272.6% | +8.7% | +263.9% | +262.9% |
| 3Y | +775.3% | +35.0% | +740.4% | +712.4% |
| 5Y | +1,290.2% | +204.2% | +1,085.9% | +926.3% |
| 10Y | +426.2% | +52.5% | +373.7% | +329.8% |
| All | +937.0% | +23.4% | +913.6% | +871.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling