+1,298.1%
AAOI vs FN
+296.8%
+1,001.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.5% | -3.7% | -3.6% |
| 7D | +4.7% | +5.8% | -1.1% | -0.1% |
| 30D | -18.7% | -20.6% | +1.9% | -1.6% |
| 3M | -33.7% | -28.6% | -5.1% | -10.0% |
| 6M | -2.4% | -20.7% | +18.3% | +27.0% |
| YTD | +209.6% | -8.1% | +217.7% | +259.4% |
| 1Y | +355.0% | +13.3% | +341.7% | +365.3% |
| 3Y | +814.7% | +175.7% | +639.0% | +461.4% |
| 5Y | +1,298.1% | +297.4% | +1,000.7% | +588.8% |
| All | +1,298.1% | +296.8% | +1,001.2% | +588.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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