+416.0%
AAOI vs MCK
+442.8%
-26.9%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +1.9% | +2.0% |
| 7D | -0.2% | -2.9% | +2.8% | +0.1% |
| 30D | -23.7% | +0.4% | -24.1% | -23.8% |
| 3M | -39.0% | +12.1% | -51.1% | -40.3% |
| 6M | -17.0% | -5.4% | -11.6% | -16.6% |
| YTD | +202.2% | +7.8% | +194.5% | +197.3% |
| 1Y | +292.4% | +22.9% | +269.5% | +276.4% |
| 3Y | +804.4% | +110.7% | +693.6% | +642.3% |
| 5Y | +1,318.0% | +346.2% | +971.9% | +772.6% |
| All | +416.0% | +442.8% | -26.9% | +157.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling