+937.0%
AAOI vs O
+180.9%
+756.1%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.4% | -4.0% |
| 7D | +2.9% | -3.5% | +6.4% | +4.1% |
| 30D | -23.1% | -3.3% | -19.8% | -22.4% |
| 3M | -41.0% | -2.8% | -38.2% | -41.1% |
| 6M | -14.3% | -5.8% | -8.5% | -13.6% |
| YTD | +196.3% | +9.4% | +186.9% | +182.8% |
| 1Y | +272.6% | +5.7% | +266.9% | +260.1% |
| 3Y | +775.3% | +27.2% | +748.1% | +677.5% |
| 5Y | +1,290.2% | +17.2% | +1,273.0% | +1,181.7% |
| 10Y | +426.2% | +53.9% | +372.3% | +341.6% |
| All | +937.0% | +180.9% | +756.1% | +732.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling