+1,286.4%
AAOI vs KEY
+37.7%
+1,248.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | 0.0% | -4.3% | -4.3% |
| 7D | +2.9% | -1.8% | +4.7% | +3.9% |
| 30D | -23.1% | -3.3% | -19.8% | -21.6% |
| 3M | -41.0% | -0.2% | -40.8% | -41.0% |
| 6M | -14.3% | +12.1% | -26.4% | -20.0% |
| YTD | +196.3% | +8.4% | +187.9% | +176.8% |
| 1Y | +272.6% | +17.6% | +255.0% | +233.3% |
| 3Y | +775.3% | +123.3% | +652.0% | +538.7% |
| All | +1,286.4% | +37.7% | +1,248.7% | +895.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling