+563.5%
AAOI vs EQX
+232.0%
+331.4%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.6% | +0.4% | +1.6% |
| 7D | -0.2% | -3.2% | +3.0% | +0.7% |
| 30D | -23.7% | +7.8% | -31.5% | -25.5% |
| 3M | -39.0% | +21.3% | -60.4% | -42.2% |
| 6M | -17.0% | -22.4% | +5.4% | -12.6% |
| YTD | +202.2% | -11.3% | +213.6% | +207.2% |
| 1Y | +292.4% | +13.5% | +278.9% | +276.7% |
| 3Y | +804.4% | +162.1% | +642.2% | +584.2% |
| 5Y | +1,318.0% | +84.2% | +1,233.8% | +984.3% |
| All | +563.5% | +232.0% | +331.4% | +533.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling