+957.8%
AAOI vs KMX
+23.1%
+934.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.3% | +0.7% | +1.4% |
| 7D | -0.2% | -3.1% | +3.0% | +1.2% |
| 30D | -23.7% | +4.4% | -28.1% | -25.6% |
| 3M | -39.0% | +18.9% | -57.9% | -45.2% |
| 6M | -17.0% | +44.3% | -61.3% | -33.8% |
| YTD | +202.2% | +58.7% | +143.5% | +126.1% |
| 1Y | +292.4% | +0.1% | +292.3% | +262.7% |
| 3Y | +804.4% | -24.4% | +828.8% | +884.8% |
| 5Y | +1,318.0% | -54.4% | +1,372.5% | +1,723.5% |
| 10Y | +436.7% | +11.0% | +425.7% | +326.8% |
| All | +957.8% | +23.1% | +934.7% | +695.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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