+1,020.0%
AAOI vs INTU
+435.9%
+584.1%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -4.1% | +9.8% | +8.0% |
| 7D | +7.9% | -7.5% | +15.4% | +12.4% |
| 30D | -17.8% | -1.9% | -15.8% | -19.1% |
| 3M | -43.3% | +4.9% | -48.1% | -48.3% |
| 6M | +16.7% | -33.2% | +49.9% | +31.0% |
| YTD | +220.0% | -51.4% | +271.4% | +339.7% |
| 1Y | +372.1% | -52.0% | +424.1% | +553.4% |
| 3Y | +845.3% | -40.7% | +886.0% | +1,069.8% |
| 5Y | +1,333.8% | -41.7% | +1,375.5% | +1,643.6% |
| 10Y | +457.2% | +211.1% | +246.1% | +86.0% |
| All | +1,020.0% | +435.9% | +584.1% | +129.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling