+100.9%
AAOI vs JCI
+27.0%
+73.9%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -6.3% | -1.1% | +2.9% |
| 7D | -27.9% | -10.7% | -17.2% | -12.6% |
| 30D | -51.2% | -10.4% | -40.8% | -40.2% |
| 3M | -55.0% | -8.3% | -46.7% | -46.2% |
| 6M | -65.7% | -2.1% | -63.6% | -61.9% |
| YTD | +70.0% | +18.4% | +51.7% | +67.6% |
| 1Y | +100.9% | +27.7% | +73.3% | +82.2% |
| All | +100.9% | +27.0% | +73.9% | +82.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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