+352.5%
AAOI vs GSK
+31.2%
+321.3%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.9% | +7.1% | +4.3% |
| 7D | -0.7% | -1.8% | +1.2% | -1.4% |
| 30D | -17.9% | -2.2% | -15.7% | -18.2% |
| 3M | -48.0% | -1.8% | -46.2% | -47.8% |
| 6M | +5.8% | -10.6% | +16.4% | +5.7% |
| YTD | +202.7% | +4.4% | +198.3% | +214.2% |
| 1Y | +352.5% | +30.4% | +322.1% | +349.5% |
| All | +352.5% | +31.2% | +321.3% | +349.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 1y: compounded portfolio wealth divided by compounded GSK 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…
1y analysis · Full analysis span regression · 6 months rolling