+939.1%
AAOI vs MP
+418.4%
+520.8%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -5.5% | +1.2% | -2.3% |
| 7D | +2.9% | -4.6% | +7.5% | +4.8% |
| 30D | -23.1% | -7.1% | -16.0% | -20.8% |
| 3M | -41.0% | -4.0% | -37.0% | -39.2% |
| 6M | -14.3% | -16.7% | +2.4% | -6.7% |
| YTD | +196.3% | +1.6% | +194.7% | +202.9% |
| 1Y | +272.6% | -17.8% | +290.4% | +293.4% |
| 3Y | +775.3% | +139.6% | +635.7% | +459.7% |
| 5Y | +1,290.2% | +50.5% | +1,239.7% | +883.9% |
| All | +939.1% | +418.4% | +520.8% | +359.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 10y: compounded portfolio wealth divided by compounded MP 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…
10y analysis · Full analysis span regression · 6 months rolling