+804.4%
AAOI vs EQX
+168.9%
+635.4%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.6% | +0.4% | +1.5% |
| 7D | -0.2% | -3.2% | +3.0% | +0.9% |
| 30D | -23.7% | +7.8% | -31.5% | -26.0% |
| 3M | -39.0% | +21.3% | -60.4% | -43.1% |
| 6M | -17.0% | -22.4% | +5.4% | -12.4% |
| YTD | +202.2% | -11.3% | +213.6% | +207.1% |
| 1Y | +292.4% | +13.5% | +278.9% | +276.6% |
| 3Y | +804.4% | +162.1% | +642.2% | +585.1% |
| All | +804.4% | +168.9% | +635.4% | +585.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 3y: compounded portfolio wealth divided by compounded EQX 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…
3y analysis · Full analysis span regression · 6 months rolling