+4,461.0%
AAOI vs MSFU
+73.2%
+4,387.9%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.1% | +0.9% | +1.4% |
| 7D | -0.2% | -1.8% | +1.6% | +0.7% |
| 30D | -23.7% | +0.5% | -24.2% | -24.9% |
| 3M | -39.0% | +51.9% | -90.9% | -53.2% |
| 6M | -17.0% | +35.0% | -52.0% | -34.9% |
| YTD | +202.2% | -9.0% | +211.3% | +200.4% |
| 1Y | +292.4% | -18.8% | +311.2% | +326.3% |
| 3Y | +804.4% | +25.5% | +778.9% | +635.0% |
| All | +4,461.0% | +73.2% | +4,387.9% | +3,164.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling