-2.4%
AAOI vs GEN
+34.6%
-37.0%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.1% | -3.3% |
| 7D | +4.7% | -2.9% | +7.6% | +3.8% |
| 30D | -18.7% | +2.1% | -20.8% | -17.9% |
| 3M | -33.7% | +19.7% | -53.4% | -30.5% |
| 6M | -2.4% | +33.3% | -35.7% | -1.9% |
| All | -2.4% | +34.6% | -37.0% | -1.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling