+937.0%
AAOI vs FDX
+304.3%
+632.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.8% | -5.1% | -4.7% |
| 7D | +2.9% | -3.9% | +6.8% | +4.8% |
| 30D | -23.1% | -3.3% | -19.8% | -22.3% |
| 3M | -41.0% | -2.0% | -39.1% | -40.8% |
| 6M | -14.3% | +8.0% | -22.3% | -18.5% |
| YTD | +196.3% | +35.0% | +161.3% | +150.5% |
| 1Y | +272.6% | +73.7% | +198.9% | +180.1% |
| 3Y | +775.3% | +61.6% | +713.8% | +586.9% |
| 5Y | +1,290.2% | +65.4% | +1,224.8% | +948.8% |
| 10Y | +426.2% | +181.2% | +245.0% | +144.5% |
| All | +937.0% | +304.3% | +632.8% | +280.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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