+292.4%
AAOI vs MKC
-23.2%
+315.6%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.4% | +1.6% | +2.2% |
| 7D | -0.2% | -1.5% | +1.3% | -0.8% |
| 30D | -23.7% | -3.1% | -20.6% | -24.6% |
| 3M | -39.0% | +5.2% | -44.2% | -37.3% |
| 6M | -17.0% | -12.8% | -4.2% | -13.9% |
| YTD | +202.2% | -23.3% | +225.5% | +210.6% |
| 1Y | +292.4% | -24.1% | +316.5% | +306.2% |
| All | +292.4% | -23.2% | +315.6% | +306.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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