+786.6%
AAOI vs LII
-1.8%
+788.4%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.8% | -3.5% | -3.4% |
| 7D | +2.9% | -3.5% | +6.4% | +6.7% |
| 30D | -23.1% | -13.5% | -9.6% | -11.4% |
| 3M | -41.0% | -26.0% | -15.0% | -22.4% |
| 6M | -14.3% | -26.8% | +12.5% | +12.6% |
| YTD | +196.3% | -22.9% | +219.2% | +259.3% |
| 1Y | +272.6% | -32.6% | +305.2% | +434.4% |
| All | +786.6% | -1.8% | +788.4% | +911.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 3y: compounded portfolio wealth divided by compounded LII 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…
3y analysis · Full analysis span regression · 6 months rolling