+100.9%
AAOI vs LPLA
-16.5%
+117.4%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +4.6% | -12.0% | -6.8% |
| 7D | -27.9% | +15.7% | -43.6% | -27.0% |
| 30D | -51.2% | -6.2% | -45.1% | -50.7% |
| 3M | -55.0% | -12.0% | -43.0% | -54.7% |
| 6M | -65.7% | -2.7% | -63.0% | -64.8% |
| YTD | +70.0% | -12.5% | +82.6% | +75.0% |
| 1Y | +100.9% | -16.5% | +117.4% | +146.2% |
| All | +100.9% | -16.5% | +117.4% | +146.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 1y: compounded portfolio wealth divided by compounded LPLA 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…
1y analysis · Full analysis span regression · 6 months rolling