+48.8%
AAOI vs FISV
-1.6%
+50.4%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.9% | +1.1% | -22.0% | -20.1% |
| 7D | -40.8% | +29.4% | -70.2% | -28.3% |
| 30D | -64.0% | +38.0% | -101.9% | -54.1% |
| 3M | -63.5% | +15.9% | -79.5% | -58.1% |
| 6M | -74.0% | +9.5% | -83.6% | -68.4% |
| YTD | +34.5% | -6.6% | +41.1% | +60.0% |
| 1Y | +48.8% | -2.0% | +50.8% | +73.6% |
| All | +48.8% | -1.6% | +50.4% | +73.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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