+416.0%
AAOI vs O
+54.0%
+361.9%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.1% | +2.0% |
| 7D | -0.2% | -2.9% | +2.7% | +0.9% |
| 30D | -23.7% | -4.5% | -19.2% | -22.6% |
| 3M | -39.0% | -2.6% | -36.4% | -39.1% |
| 6M | -17.0% | -5.6% | -11.4% | -16.4% |
| YTD | +202.2% | +9.3% | +193.0% | +187.2% |
| 1Y | +292.4% | +4.3% | +288.1% | +279.8% |
| 3Y | +804.4% | +27.4% | +776.9% | +691.8% |
| 5Y | +1,318.0% | +17.1% | +1,301.0% | +1,195.0% |
| All | +416.0% | +54.0% | +361.9% | +322.1% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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