+1,314.2%
AAOI vs IDXX
-26.5%
+1,340.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.4% | +2.2% |
| 7D | -0.2% | -5.7% | +5.6% | +2.6% |
| 30D | -23.7% | -11.5% | -12.2% | -19.7% |
| 3M | -39.0% | -9.5% | -29.5% | -37.7% |
| 6M | -17.0% | -16.0% | -1.1% | -13.0% |
| YTD | +202.2% | -25.4% | +227.6% | +235.8% |
| 1Y | +292.4% | -21.8% | +314.2% | +315.4% |
| 3Y | +804.4% | +7.0% | +797.3% | +631.8% |
| All | +1,314.2% | -26.5% | +1,340.8% | +1,099.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 5y: compounded portfolio wealth divided by compounded IDXX 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…
5y analysis · Full analysis span regression · 6 months rolling