+957.8%
AAOI vs GE
+240.5%
+717.3%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.2% | +2.2% | +2.1% |
| 7D | -0.2% | -4.0% | +3.8% | +2.1% |
| 30D | -23.7% | -11.4% | -12.3% | -18.5% |
| 3M | -39.0% | -2.6% | -36.4% | -37.9% |
| 6M | -17.0% | -0.3% | -16.7% | -17.3% |
| YTD | +202.2% | +5.4% | +196.9% | +193.6% |
| 1Y | +292.4% | +15.5% | +276.9% | +265.9% |
| 3Y | +804.4% | +260.8% | +543.6% | +437.1% |
| 5Y | +1,318.0% | +421.6% | +896.4% | +615.3% |
| 10Y | +436.7% | +150.6% | +286.1% | +300.9% |
| All | +957.8% | +240.5% | +717.3% | +478.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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