+4,572.3%
AAOI vs MSFU
+70.7%
+4,501.6%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.9% | -2.4% | -2.8% |
| 7D | +4.7% | -2.3% | +7.0% | +5.4% |
| 30D | -18.7% | -6.3% | -12.5% | -17.2% |
| 3M | -33.7% | +40.0% | -73.7% | -46.8% |
| 6M | -2.4% | +30.1% | -32.5% | -21.8% |
| YTD | +209.6% | -10.3% | +219.9% | +210.0% |
| 1Y | +355.0% | -19.0% | +374.0% | +394.1% |
| 3Y | +814.7% | +25.8% | +788.9% | +642.9% |
| All | +4,572.3% | +70.7% | +4,501.6% | +3,268.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling