+937.0%
AAOI vs LEN
+151.7%
+785.3%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.5% | -0.8% | -2.7% |
| 7D | +2.9% | -7.8% | +10.7% | +6.6% |
| 30D | -23.1% | -11.0% | -12.1% | -19.5% |
| 3M | -41.0% | -12.8% | -28.2% | -38.2% |
| 6M | -14.3% | -20.2% | +5.9% | -6.4% |
| YTD | +196.3% | -23.0% | +219.3% | +223.2% |
| 1Y | +272.6% | -41.8% | +314.4% | +357.6% |
| 3Y | +775.3% | -28.8% | +804.1% | +876.0% |
| 5Y | +1,290.2% | -12.6% | +1,302.8% | +1,319.8% |
| 10Y | +426.2% | +101.7% | +324.4% | +237.6% |
| All | +937.0% | +151.7% | +785.3% | +539.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling