+804.4%
AAOI vs FE
+46.6%
+757.8%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.3% | +1.9% |
| 7D | -0.2% | -1.4% | +1.2% | -0.5% |
| 30D | -23.7% | -1.9% | -21.8% | -24.0% |
| 3M | -39.0% | -0.2% | -38.8% | -38.9% |
| 6M | -17.0% | -7.1% | -10.0% | -16.8% |
| YTD | +202.2% | +6.1% | +196.1% | +206.6% |
| 1Y | +292.4% | +10.1% | +282.3% | +302.4% |
| 3Y | +804.4% | +46.9% | +757.5% | +799.8% |
| All | +804.4% | +46.6% | +757.8% | +799.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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