+937.0%
AAOI vs GEN
+236.8%
+700.3%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.7% | -5.0% | -4.6% |
| 7D | +2.9% | -4.3% | +7.2% | +4.7% |
| 30D | -23.1% | +3.8% | -26.9% | -25.0% |
| 3M | -41.0% | +22.3% | -63.3% | -47.2% |
| 6M | -14.3% | +39.0% | -53.2% | -28.6% |
| YTD | +196.3% | +11.9% | +184.4% | +170.5% |
| 1Y | +272.6% | +4.5% | +268.1% | +251.2% |
| 3Y | +775.3% | +59.0% | +716.3% | +582.5% |
| 5Y | +1,290.2% | +22.0% | +1,268.2% | +1,083.4% |
| 10Y | +426.2% | +155.0% | +271.2% | +205.2% |
| All | +937.0% | +236.8% | +700.3% | +431.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling