+990.2%
AAOI vs OPEN
-72.1%
+1,062.3%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.3% | -1.0% | -2.8% |
| 7D | +4.7% | -2.9% | +7.6% | +5.3% |
| 30D | -18.7% | -13.8% | -4.9% | -16.3% |
| 3M | -33.7% | -30.9% | -2.9% | -28.6% |
| 6M | -2.4% | -40.9% | +38.5% | +8.9% |
| YTD | +209.6% | -48.5% | +258.2% | +250.6% |
| 1Y | +355.0% | -50.9% | +405.9% | +380.3% |
| 3Y | +814.7% | -20.6% | +835.3% | +615.2% |
| 5Y | +1,298.1% | -84.2% | +1,382.2% | +1,169.3% |
| All | +990.2% | -72.1% | +1,062.3% | +789.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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