+1,314.2%
AAOI vs LEN
-11.2%
+1,325.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.2% | -0.2% | +0.7% |
| 7D | -0.2% | -4.8% | +4.6% | +2.7% |
| 30D | -23.7% | -6.6% | -17.1% | -21.1% |
| 3M | -39.0% | -15.7% | -23.4% | -33.5% |
| 6M | -17.0% | -16.6% | -0.4% | -9.1% |
| YTD | +202.2% | -21.3% | +223.6% | +233.5% |
| 1Y | +292.4% | -42.0% | +334.4% | +429.3% |
| 3Y | +804.4% | -27.9% | +832.3% | +873.3% |
| All | +1,314.2% | -11.2% | +1,325.4% | +1,159.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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