+1,314.2%
AAOI vs GEN
+22.3%
+1,292.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.0% | +1.0% | +1.5% |
| 7D | -0.2% | -1.3% | +1.1% | +0.3% |
| 30D | -23.7% | +6.1% | -29.8% | -26.6% |
| 3M | -39.0% | +27.0% | -66.0% | -47.3% |
| 6M | -17.0% | +43.9% | -60.9% | -34.0% |
| YTD | +202.2% | +13.0% | +189.3% | +175.8% |
| 1Y | +292.4% | +4.0% | +288.4% | +278.1% |
| 3Y | +804.4% | +66.2% | +738.2% | +554.0% |
| All | +1,314.2% | +22.3% | +1,292.0% | +994.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling