+100.9%
AAOI vs PFE
+35.1%
+65.8%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +2.6% | -10.0% | -5.9% |
| 7D | -27.9% | +4.6% | -32.5% | -26.1% |
| 30D | -51.2% | +12.3% | -63.6% | -48.8% |
| 3M | -55.0% | +21.2% | -76.1% | -52.5% |
| 6M | -65.7% | +21.1% | -86.8% | -63.3% |
| YTD | +70.0% | +30.0% | +40.0% | +79.4% |
| 1Y | +100.9% | +35.6% | +65.3% | +110.9% |
| All | +100.9% | +35.1% | +65.8% | +110.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PFE.
Daily Out/Under-Performance
Portfolio return minus PFE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFE 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 1y: compounded portfolio wealth divided by compounded PFE 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…
1y analysis · Full analysis span regression · 6 months rolling