+983.6%
AAOI vs FLEX
+1,516.5%
-532.9%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.4% | -1.8% | -2.2% |
| 7D | +4.7% | +6.4% | -1.7% | +0.3% |
| 30D | -18.7% | -5.9% | -12.9% | -14.3% |
| 3M | -33.7% | -23.5% | -10.3% | -18.0% |
| 6M | -2.4% | +83.7% | -86.2% | -38.8% |
| YTD | +209.6% | +86.5% | +123.1% | +96.7% |
| 1Y | +355.0% | +100.5% | +254.5% | +182.9% |
| 3Y | +814.7% | +469.8% | +344.8% | +240.8% |
| 5Y | +1,298.1% | +725.7% | +572.4% | +335.6% |
| 10Y | +449.8% | +1,086.7% | -636.9% | +20.1% |
| All | +983.6% | +1,516.5% | -532.9% | +101.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 all: compounded portfolio wealth divided by compounded FLEX 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…
all analysis · Full analysis span regression · 6 months rolling