+416.0%
AAOI vs GEN
+159.8%
+256.1%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.0% | +1.0% | +1.6% |
| 7D | -0.2% | -1.3% | +1.1% | +0.3% |
| 30D | -23.7% | +6.1% | -29.8% | -26.3% |
| 3M | -39.0% | +27.0% | -66.0% | -46.3% |
| 6M | -17.0% | +43.9% | -60.9% | -31.9% |
| YTD | +202.2% | +13.0% | +189.3% | +175.5% |
| 1Y | +292.4% | +4.0% | +288.4% | +272.2% |
| 3Y | +804.4% | +66.2% | +738.2% | +594.1% |
| 5Y | +1,318.0% | +23.2% | +1,294.9% | +1,101.1% |
| All | +416.0% | +159.8% | +256.1% | +192.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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