+292.4%
AAOI vs KEY
+18.0%
+274.4%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.5% | +1.5% | +1.9% |
| 7D | -0.2% | -1.5% | +1.4% | +0.1% |
| 30D | -23.7% | -3.7% | -20.0% | -23.2% |
| 3M | -39.0% | -1.3% | -37.8% | -38.8% |
| 6M | -17.0% | +13.3% | -30.4% | -18.6% |
| YTD | +202.2% | +9.0% | +193.3% | +172.4% |
| 1Y | +292.4% | +18.7% | +273.7% | +179.2% |
| All | +292.4% | +18.0% | +274.4% | +179.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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