+1,020.0%
AAOI vs KEY
+208.5%
+811.5%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.8% | +7.5% | +6.6% |
| 7D | +7.9% | +2.7% | +5.2% | +6.3% |
| 30D | -17.8% | -3.2% | -14.5% | -16.3% |
| 3M | -43.3% | +1.0% | -44.2% | -43.7% |
| 6M | +16.7% | +11.9% | +4.8% | +9.9% |
| YTD | +220.0% | +8.7% | +211.3% | +201.5% |
| 1Y | +372.1% | +18.5% | +353.6% | +328.2% |
| 3Y | +845.3% | +124.0% | +721.4% | +585.0% |
| 5Y | +1,333.8% | +40.8% | +1,293.0% | +1,047.5% |
| 10Y | +457.2% | +167.0% | +290.2% | +156.0% |
| All | +1,020.0% | +208.5% | +811.5% | +423.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling