+123.7%
AAOI vs LIN
+418.8%
-295.1%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.6% | +0.9% | +14.7% | +15.1% |
| 7D | -5.8% | +0.3% | -6.1% | -5.8% |
| 30D | -44.5% | +8.0% | -52.6% | -47.3% |
| 3M | -58.4% | +7.7% | -66.1% | -60.6% |
| 6M | -69.8% | +5.1% | -74.9% | -71.4% |
| YTD | +60.2% | +24.7% | +35.5% | +35.6% |
| 1Y | +135.2% | +25.1% | +110.1% | +97.9% |
| 3Y | +496.5% | +36.8% | +459.6% | +379.5% |
| 5Y | +824.8% | +67.9% | +757.0% | +538.0% |
| 10Y | +123.7% | +427.2% | -303.5% | -32.1% |
| All | +123.7% | +418.8% | -295.1% | -32.1% |
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