+1,333.8%
AAOI vs LIN
+59.6%
+1,274.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.9% | +7.6% | +6.8% |
| 7D | +7.9% | -3.5% | +11.4% | +10.0% |
| 30D | -17.8% | -4.1% | -13.7% | -16.1% |
| 3M | -43.3% | -6.4% | -36.9% | -42.4% |
| 6M | +16.7% | -2.4% | +19.1% | +15.2% |
| YTD | +220.0% | +10.9% | +209.1% | +190.8% |
| 1Y | +372.1% | 0.0% | +372.0% | +358.6% |
| 3Y | +845.3% | +25.8% | +819.5% | +706.6% |
| 5Y | +1,333.8% | +60.8% | +1,273.0% | +906.1% |
| All | +1,333.8% | +59.6% | +1,274.2% | +906.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling