+346.6%
AAOI vs LUMN
+44.7%
+301.9%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.0% | +7.2% | +6.3% |
| 7D | -0.7% | +12.1% | -12.7% | -7.2% |
| 30D | -17.9% | +11.3% | -29.3% | -22.4% |
| 3M | -48.0% | -31.6% | -16.4% | -36.8% |
| 6M | +5.8% | -2.7% | +8.6% | +8.0% |
| YTD | +202.7% | -12.9% | +215.6% | +213.7% |
| All | +346.6% | +44.7% | +301.9% | +185.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LUMN.
Daily Out/Under-Performance
Portfolio return minus LUMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUMN 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 LUMN 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