+957.8%
AAOI vs GILD
+235.9%
+722.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.8% | +2.8% | +2.2% |
| 7D | -0.2% | -4.8% | +4.7% | +1.3% |
| 30D | -23.7% | +5.8% | -29.5% | -25.4% |
| 3M | -39.0% | +14.9% | -54.0% | -42.4% |
| 6M | -17.0% | -0.4% | -16.7% | -18.0% |
| YTD | +202.2% | +18.5% | +183.7% | +183.9% |
| 1Y | +292.4% | +25.1% | +267.3% | +261.2% |
| 3Y | +804.4% | +105.9% | +698.5% | +581.8% |
| 5Y | +1,318.0% | +143.0% | +1,175.1% | +902.7% |
| 10Y | +436.7% | +162.4% | +274.3% | +257.4% |
| All | +957.8% | +235.9% | +722.0% | +666.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GILD.
Daily Out/Under-Performance
Portfolio return minus GILD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GILD 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 GILD 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