+983.6%
AAOI vs EXC
+221.8%
+761.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.7% | -3.1% |
| 7D | +4.7% | +0.3% | +4.3% | +4.6% |
| 30D | -18.7% | -0.9% | -17.9% | -18.6% |
| 3M | -33.7% | -2.7% | -31.1% | -33.7% |
| 6M | -2.4% | -9.4% | +6.9% | -1.2% |
| YTD | +209.6% | +3.0% | +206.6% | +204.0% |
| 1Y | +355.0% | +5.1% | +349.9% | +344.5% |
| 3Y | +814.7% | +20.6% | +794.1% | +731.4% |
| 5Y | +1,298.1% | +45.7% | +1,252.3% | +1,071.4% |
| 10Y | +449.8% | +160.8% | +289.0% | +265.0% |
| All | +983.6% | +221.8% | +761.8% | +549.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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