+352.5%
AAOI vs FGI
+81.8%
+270.7%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +7.5% | -2.4% | +5.0% |
| 7D | -0.7% | +0.5% | -1.2% | -0.7% |
| 30D | -17.9% | +65.4% | -83.3% | -19.5% |
| 3M | -48.0% | +23.5% | -71.5% | -48.6% |
| 6M | +5.8% | +60.5% | -54.7% | +3.7% |
| YTD | +202.7% | +30.0% | +172.7% | +197.8% |
| 1Y | +352.5% | +82.1% | +270.5% | +355.0% |
| All | +352.5% | +81.8% | +270.7% | +355.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 1y: compounded portfolio wealth divided by compounded FGI 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…
1y analysis · Full analysis span regression · 6 months rolling