+1,020.0%
AAOI vs LII
+501.8%
+518.2%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.4% | +7.1% | +6.6% |
| 7D | +7.9% | +2.1% | +5.8% | +6.2% |
| 30D | -17.8% | -12.4% | -5.3% | -10.4% |
| 3M | -43.3% | -24.8% | -18.5% | -32.5% |
| 6M | +16.7% | -25.2% | +41.9% | +40.0% |
| YTD | +220.0% | -20.3% | +240.2% | +265.4% |
| 1Y | +372.1% | -32.9% | +405.0% | +509.2% |
| 3Y | +845.3% | +2.0% | +843.3% | +923.2% |
| 5Y | +1,333.8% | +24.4% | +1,309.4% | +1,254.6% |
| 10Y | +457.2% | +167.2% | +290.0% | +236.6% |
| All | +1,020.0% | +501.8% | +518.2% | +268.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling