+1,314.2%
AAOI vs MKSI
+84.1%
+1,230.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.1% | -0.1% | +0.1% |
| 7D | -0.2% | +2.7% | -2.9% | -2.5% |
| 30D | -23.7% | -12.8% | -10.9% | -12.1% |
| 3M | -39.0% | -22.5% | -16.5% | -20.4% |
| 6M | -17.0% | +19.4% | -36.4% | -27.3% |
| YTD | +202.2% | +67.7% | +134.5% | +96.3% |
| 1Y | +292.4% | +131.4% | +161.0% | +93.0% |
| 3Y | +804.4% | +197.3% | +607.0% | +285.6% |
| All | +1,314.2% | +84.1% | +1,230.1% | +707.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 MKSI 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