+957.8%
AAOI vs GNRC
+330.0%
+627.9%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.9% | -0.9% | +0.5% |
| 7D | -0.2% | -0.2% | 0.0% | 0.0% |
| 30D | -23.7% | -15.7% | -8.0% | -16.4% |
| 3M | -39.0% | -27.3% | -11.7% | -27.1% |
| 6M | -17.0% | -12.1% | -5.0% | -9.5% |
| YTD | +202.2% | +37.1% | +165.1% | +161.0% |
| 1Y | +292.4% | -0.5% | +292.9% | +297.4% |
| 3Y | +804.4% | +61.5% | +742.9% | +648.1% |
| 5Y | +1,318.0% | -58.6% | +1,376.6% | +1,723.2% |
| 10Y | +436.7% | +446.3% | -9.5% | +162.5% |
| All | +957.8% | +330.0% | +627.9% | +449.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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