+804.4%
AAOI vs EXEL
+154.7%
+649.6%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.3% | +4.3% | +2.4% |
| 7D | -0.2% | -4.9% | +4.7% | +0.6% |
| 30D | -23.7% | +11.4% | -35.1% | -25.2% |
| 3M | -39.0% | +4.9% | -43.9% | -39.6% |
| 6M | -17.0% | +34.4% | -51.5% | -21.4% |
| YTD | +202.2% | +28.0% | +174.2% | +188.5% |
| 1Y | +292.4% | +43.6% | +248.8% | +266.5% |
| 3Y | +804.4% | +155.2% | +649.2% | +816.1% |
| All | +804.4% | +154.7% | +649.6% | +816.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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