+2,514.9%
AAOI vs FGI
-66.2%
+2,581.1%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +9.4% | -13.7% | -4.5% |
| 7D | +2.9% | +22.8% | -19.9% | +2.4% |
| 30D | -23.1% | +85.9% | -109.0% | -25.4% |
| 3M | -41.0% | +32.4% | -73.4% | -42.2% |
| 6M | -14.3% | +106.3% | -120.6% | -17.8% |
| YTD | +196.3% | +48.4% | +147.9% | +186.0% |
| 1Y | +272.6% | +116.4% | +156.3% | +255.1% |
| 3Y | +775.3% | +9.2% | +766.2% | +764.0% |
| All | +2,514.9% | -66.2% | +2,581.1% | +2,667.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling