+826.4%
AAOI vs GD
+72.5%
+754.0%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.1% | -2.1% | -2.7% |
| 7D | +4.7% | -3.1% | +7.8% | +6.2% |
| 30D | -18.7% | -10.9% | -7.8% | -14.2% |
| 3M | -33.7% | +2.5% | -36.2% | -35.4% |
| 6M | -2.4% | -1.7% | -0.7% | -3.3% |
| YTD | +209.6% | +6.1% | +203.5% | +188.2% |
| 1Y | +355.0% | +11.7% | +343.3% | +316.1% |
| All | +826.4% | +72.5% | +754.0% | +946.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 3y: compounded portfolio wealth divided by compounded GD 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…
3y analysis · Full analysis span regression · 6 months rolling