+983.6%
AAOI vs MMM
+142.9%
+840.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.9% | -1.4% | -2.0% |
| 7D | +4.7% | -2.6% | +7.2% | +6.4% |
| 30D | -18.7% | -9.3% | -9.4% | -13.5% |
| 3M | -33.7% | +5.6% | -39.3% | -36.2% |
| 6M | -2.4% | +9.5% | -11.9% | -7.9% |
| YTD | +209.6% | +4.1% | +205.5% | +195.3% |
| 1Y | +355.0% | +9.4% | +345.6% | +316.5% |
| 3Y | +814.7% | +101.0% | +713.7% | +489.7% |
| 5Y | +1,298.1% | +26.1% | +1,271.9% | +1,078.1% |
| 10Y | +449.8% | +54.7% | +395.1% | +243.3% |
| All | +983.6% | +142.9% | +840.7% | +376.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MMM.
Daily Out/Under-Performance
Portfolio return minus MMM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MMM 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 all: compounded portfolio wealth divided by compounded MMM 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…
all analysis · Full analysis span regression · 6 months rolling