+1,290.2%
AAOI vs PCG
+52.0%
+1,238.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.1% | -3.2% | -3.9% |
| 7D | +2.9% | +0.5% | +2.4% | +2.8% |
| 30D | -23.1% | -18.9% | -4.2% | -17.9% |
| 3M | -41.0% | -15.8% | -25.2% | -38.6% |
| 6M | -14.3% | -22.6% | +8.3% | -7.3% |
| YTD | +196.3% | -12.2% | +208.5% | +201.2% |
| 1Y | +272.6% | -7.1% | +279.7% | +269.1% |
| 3Y | +775.3% | -15.8% | +791.2% | +811.0% |
| 5Y | +1,290.2% | +53.3% | +1,236.8% | +1,036.5% |
| All | +1,290.2% | +52.0% | +1,238.2% | +1,036.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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