+1,290.2%
AAOI vs INTU
-43.2%
+1,333.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.4% | -3.9% | -4.1% |
| 7D | +2.9% | -9.2% | +12.1% | +7.6% |
| 30D | -23.1% | -7.0% | -16.1% | -22.1% |
| 3M | -41.0% | +10.5% | -51.6% | -47.8% |
| 6M | -14.3% | -30.6% | +16.3% | -5.3% |
| YTD | +196.3% | -52.3% | +248.6% | +330.1% |
| 1Y | +272.6% | -51.8% | +324.4% | +435.3% |
| 3Y | +775.3% | -41.8% | +817.2% | +1,015.2% |
| 5Y | +1,290.2% | -42.8% | +1,333.0% | +1,521.5% |
| All | +1,290.2% | -43.2% | +1,333.4% | +1,521.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 INTU 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