+779.1%
AAOI vs EXE
+188.3%
+590.8%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.3% | -4.6% | -4.4% |
| 7D | +2.9% | -2.2% | +5.1% | +3.8% |
| 30D | -23.1% | -0.8% | -22.3% | -23.1% |
| 3M | -41.0% | +10.0% | -51.1% | -43.8% |
| 6M | -14.3% | -6.3% | -7.9% | -12.5% |
| YTD | +196.3% | -10.7% | +207.0% | +207.0% |
| 1Y | +272.6% | +2.7% | +269.9% | +263.7% |
| 3Y | +775.3% | +19.1% | +756.2% | +723.6% |
| 5Y | +1,290.2% | +105.4% | +1,184.8% | +1,050.1% |
| All | +779.1% | +188.3% | +590.8% | +496.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling