+1,314.2%
AAOI vs EXEL
+180.6%
+1,133.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.3% | +4.3% | +2.5% |
| 7D | -0.2% | -4.9% | +4.7% | +0.8% |
| 30D | -23.7% | +11.4% | -35.1% | -25.5% |
| 3M | -39.0% | +4.9% | -43.9% | -39.7% |
| 6M | -17.0% | +34.4% | -51.5% | -22.5% |
| YTD | +202.2% | +28.0% | +174.2% | +184.6% |
| 1Y | +292.4% | +43.6% | +248.8% | +259.9% |
| 3Y | +804.4% | +155.2% | +649.2% | +629.6% |
| All | +1,314.2% | +180.6% | +1,133.6% | +866.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling