+1,314.2%
AAOI vs FISV
-53.5%
+1,367.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +5.4% | -3.4% | +0.7% |
| 7D | -0.2% | -2.7% | +2.5% | +0.4% |
| 30D | -23.7% | 0.0% | -23.7% | -24.1% |
| 3M | -39.0% | -2.8% | -36.2% | -40.1% |
| 6M | -17.0% | -11.8% | -5.2% | -16.5% |
| YTD | +202.2% | -23.2% | +225.4% | +217.4% |
| 1Y | +292.4% | -62.0% | +354.4% | +431.5% |
| 3Y | +804.4% | -57.6% | +862.0% | +1,051.2% |
| All | +1,314.2% | -53.5% | +1,367.7% | +1,544.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling