+416.0%
AAOI vs PEG
+148.0%
+268.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.1% | +2.1% |
| 7D | -0.2% | -0.9% | +0.7% | +0.3% |
| 30D | -23.7% | -3.7% | -20.0% | -22.3% |
| 3M | -39.0% | -7.3% | -31.7% | -37.1% |
| 6M | -17.0% | -10.5% | -6.6% | -13.2% |
| YTD | +202.2% | -7.5% | +209.7% | +212.0% |
| 1Y | +292.4% | -8.7% | +301.1% | +308.2% |
| 3Y | +804.4% | +31.4% | +773.0% | +738.7% |
| 5Y | +1,318.0% | +37.8% | +1,280.3% | +1,171.3% |
| All | +416.0% | +148.0% | +268.0% | +289.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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