+1,314.2%
AAOI vs MDY
+46.3%
+1,267.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.2% | +0.3% |
| 7D | -0.2% | -1.9% | +1.7% | +4.0% |
| 30D | -23.7% | -4.6% | -19.1% | -14.8% |
| 3M | -39.0% | -1.2% | -37.8% | -35.2% |
| 6M | -17.0% | +9.2% | -26.3% | -27.5% |
| YTD | +202.2% | +13.1% | +189.2% | +145.5% |
| 1Y | +292.4% | +13.0% | +279.4% | +231.1% |
| 3Y | +804.4% | +49.2% | +755.2% | +475.4% |
| All | +1,314.2% | +46.3% | +1,267.9% | +783.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling