+957.8%
AAOI vs LHX
+437.1%
+520.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.1% | +3.1% | +2.5% |
| 7D | -0.2% | -4.3% | +4.1% | +1.8% |
| 30D | -23.7% | -15.1% | -8.6% | -18.1% |
| 3M | -39.0% | -21.0% | -18.1% | -33.4% |
| 6M | -17.0% | -32.0% | +14.9% | -3.3% |
| YTD | +202.2% | -15.3% | +217.6% | +217.5% |
| 1Y | +292.4% | -11.1% | +303.5% | +304.0% |
| 3Y | +804.4% | +54.0% | +750.4% | +612.6% |
| 5Y | +1,318.0% | +17.1% | +1,300.9% | +1,145.2% |
| 10Y | +436.7% | +225.8% | +210.9% | +115.2% |
| All | +957.8% | +437.1% | +520.8% | +166.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LHX.
Daily Out/Under-Performance
Portfolio return minus LHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LHX 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 LHX 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