+449.8%
AAOI vs LIN
+357.9%
+91.9%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.4% | -2.9% | -3.0% |
| 7D | +4.7% | -4.0% | +8.6% | +7.1% |
| 30D | -18.7% | -4.9% | -13.8% | -16.5% |
| 3M | -33.7% | -9.2% | -24.5% | -30.8% |
| 6M | -2.4% | -2.6% | +0.1% | -3.2% |
| YTD | +209.6% | +10.5% | +199.1% | +183.1% |
| 1Y | +355.0% | -0.1% | +355.1% | +341.4% |
| 3Y | +814.7% | +25.4% | +789.3% | +676.4% |
| 5Y | +1,298.1% | +59.7% | +1,238.4% | +895.5% |
| 10Y | +449.8% | +369.0% | +80.9% | +79.2% |
| All | +449.8% | +357.9% | +91.9% | +79.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 10y: compounded portfolio wealth divided by compounded LIN 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…
10y analysis · Full analysis span regression · 6 months rolling