+1,314.2%
AAOI vs NDAQ
+49.0%
+1,265.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.6% | +2.6% | +2.5% |
| 7D | -0.2% | -5.6% | +5.4% | +4.5% |
| 30D | -23.7% | -4.4% | -19.3% | -21.4% |
| 3M | -39.0% | +5.9% | -44.9% | -44.4% |
| 6M | -17.0% | +7.7% | -24.8% | -27.4% |
| YTD | +202.2% | -5.2% | +207.4% | +192.5% |
| 1Y | +292.4% | -3.4% | +295.8% | +276.3% |
| 3Y | +804.4% | +85.6% | +718.8% | +369.1% |
| All | +1,314.2% | +49.0% | +1,265.2% | +668.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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