+292.4%
AAOI vs MDY
+14.6%
+277.8%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.2% | -0.6% |
| 7D | -0.2% | -1.9% | +1.7% | +6.1% |
| 30D | -23.7% | -4.6% | -19.1% | -10.1% |
| 3M | -39.0% | -1.2% | -37.8% | -33.3% |
| 6M | -17.0% | +9.2% | -26.3% | -31.7% |
| YTD | +202.2% | +13.1% | +189.2% | +105.9% |
| 1Y | +292.4% | +13.0% | +279.4% | +184.0% |
| All | +292.4% | +14.6% | +277.8% | +184.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling