+416.0%
AAOI vs MDY
+177.2%
+238.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.2% | +0.8% |
| 7D | -0.2% | -1.9% | +1.7% | +2.8% |
| 30D | -23.7% | -4.6% | -19.1% | -17.4% |
| 3M | -39.0% | -1.2% | -37.8% | -36.2% |
| 6M | -17.0% | +9.2% | -26.3% | -24.2% |
| YTD | +202.2% | +13.1% | +189.2% | +162.8% |
| 1Y | +292.4% | +13.0% | +279.4% | +251.5% |
| 3Y | +804.4% | +49.2% | +755.2% | +566.0% |
| 5Y | +1,318.0% | +47.2% | +1,270.8% | +983.6% |
| All | +416.0% | +177.2% | +238.8% | +111.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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