+72.3%
AAOI vs MCK
+28.0%
+44.3%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -1.0% | +8.0% | +6.4% |
| 7D | -27.4% | +6.7% | -34.1% | -24.8% |
| 30D | -59.1% | +16.5% | -75.6% | -55.8% |
| 3M | -59.6% | +21.9% | -81.5% | -55.7% |
| 6M | -71.9% | +43.0% | -114.9% | -68.4% |
| YTD | +43.8% | +29.7% | +14.1% | +75.9% |
| 1Y | +72.3% | +24.0% | +48.2% | +107.8% |
| All | +72.3% | +28.0% | +44.3% | +107.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 MCK 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