+352.5%
AAOI vs PFE
+22.9%
+329.7%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.2% | +6.4% | +5.1% |
| 7D | -0.7% | +1.8% | -2.4% | -0.6% |
| 30D | -17.9% | +10.2% | -28.1% | -18.0% |
| 3M | -48.0% | +12.7% | -60.7% | -47.7% |
| 6M | +5.8% | +10.5% | -4.7% | +6.3% |
| YTD | +202.7% | +20.2% | +182.6% | +199.1% |
| 1Y | +352.5% | +24.1% | +328.5% | +319.4% |
| All | +352.5% | +22.9% | +329.7% | +319.4% |
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