+416.0%
AAOI vs FISV
+3.1%
+412.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +5.4% | -3.4% | 0.0% |
| 7D | -0.2% | -2.7% | +2.5% | +0.7% |
| 30D | -23.7% | 0.0% | -23.7% | -24.4% |
| 3M | -39.0% | -2.8% | -36.2% | -40.6% |
| 6M | -17.0% | -11.8% | -5.2% | -17.0% |
| YTD | +202.2% | -23.2% | +225.4% | +218.0% |
| 1Y | +292.4% | -62.0% | +354.4% | +446.2% |
| 3Y | +804.4% | -57.6% | +862.0% | +1,076.6% |
| 5Y | +1,318.0% | -53.4% | +1,371.4% | +1,614.0% |
| All | +416.0% | +3.1% | +412.8% | +171.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling