+100.9%
AAOI vs MSFU
-2.2%
+103.1%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +13.5% | -20.8% | -9.5% |
| 7D | -27.9% | +8.2% | -36.1% | -28.9% |
| 30D | -51.2% | +10.2% | -61.4% | -51.9% |
| 3M | -55.0% | +22.9% | -77.9% | -56.4% |
| 6M | -65.7% | +63.2% | -128.9% | -67.9% |
| YTD | +70.0% | +11.7% | +58.3% | +92.0% |
| 1Y | +100.9% | -3.5% | +104.4% | +143.5% |
| All | +100.9% | -2.2% | +103.1% | +143.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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