+48.8%
AAOI vs MDLZ
+23.3%
+25.6%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.9% | -0.8% | -20.1% | -21.9% |
| 7D | -40.8% | +6.9% | -47.6% | -35.1% |
| 30D | -64.0% | +12.1% | -76.1% | -57.8% |
| 3M | -63.5% | +7.7% | -71.2% | -58.7% |
| 6M | -74.0% | +10.8% | -84.8% | -68.9% |
| YTD | +34.5% | +27.4% | +7.1% | +84.3% |
| 1Y | +48.8% | +23.5% | +25.3% | +107.2% |
| All | +48.8% | +23.3% | +25.6% | +107.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLZ.
Daily Out/Under-Performance
Portfolio return minus MDLZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLZ 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 MDLZ 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