+416.0%
AAOI vs FIVN
+118.5%
+297.4%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.4% | +0.6% | +1.5% |
| 7D | -0.2% | -7.8% | +7.7% | +2.8% |
| 30D | -23.7% | -1.7% | -22.0% | -24.2% |
| 3M | -39.0% | +47.2% | -86.2% | -49.8% |
| 6M | -17.0% | +82.7% | -99.8% | -38.9% |
| YTD | +202.2% | +52.9% | +149.3% | +131.8% |
| 1Y | +292.4% | +17.5% | +274.9% | +239.1% |
| 3Y | +804.4% | -55.8% | +860.2% | +1,024.3% |
| 5Y | +1,318.0% | -82.3% | +1,400.4% | +2,064.7% |
| All | +416.0% | +118.5% | +297.4% | +354.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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