+804.4%
AAOI vs EXE
+15.6%
+788.8%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.1% | +4.1% | +3.2% |
| 7D | -0.2% | -3.1% | +3.0% | +1.7% |
| 30D | -23.7% | -0.9% | -22.8% | -23.6% |
| 3M | -39.0% | +9.6% | -48.6% | -43.6% |
| 6M | -17.0% | -11.6% | -5.4% | -10.7% |
| YTD | +202.2% | -12.6% | +214.8% | +225.1% |
| 1Y | +292.4% | +1.2% | +291.2% | +272.3% |
| 3Y | +804.4% | +18.0% | +786.3% | +681.7% |
| All | +804.4% | +15.6% | +788.8% | +681.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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