+416.0%
AAOI vs JNJ
+196.0%
+220.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JNJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.3% | +2.0% |
| 7D | -0.2% | -3.5% | +3.3% | -0.3% |
| 30D | -23.7% | +2.3% | -26.0% | -23.6% |
| 3M | -39.0% | +12.0% | -51.0% | -39.1% |
| 6M | -17.0% | +10.5% | -27.5% | -17.2% |
| YTD | +202.2% | +30.4% | +171.8% | +201.5% |
| 1Y | +292.4% | +52.1% | +240.3% | +292.3% |
| 3Y | +804.4% | +77.8% | +726.6% | +795.5% |
| 5Y | +1,318.0% | +82.9% | +1,235.1% | +1,263.3% |
| All | +416.0% | +196.0% | +220.0% | +331.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JNJ.
Daily Out/Under-Performance
Portfolio return minus JNJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JNJ 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 10y: compounded portfolio wealth divided by compounded JNJ 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…
10y analysis · Full analysis span regression · 6 months rolling