+804.4%
AAOI vs GEN
+60.3%
+744.1%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.0% | +1.0% | +1.7% |
| 7D | -0.2% | -1.3% | +1.1% | +0.2% |
| 30D | -23.7% | +6.1% | -29.8% | -25.9% |
| 3M | -39.0% | +27.0% | -66.0% | -45.7% |
| 6M | -17.0% | +43.9% | -60.9% | -30.5% |
| YTD | +202.2% | +13.0% | +189.3% | +190.7% |
| 1Y | +292.4% | +4.0% | +288.4% | +300.4% |
| 3Y | +804.4% | +66.2% | +738.2% | +637.6% |
| All | +804.4% | +60.3% | +744.1% | +637.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling