+416.0%
AAOI vs PFE
+35.4%
+380.6%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.3% | +1.8% | +2.0% |
| 7D | -0.2% | -2.6% | +2.4% | +0.1% |
| 30D | -23.7% | +5.4% | -29.1% | -24.2% |
| 3M | -39.0% | +7.8% | -46.8% | -39.6% |
| 6M | -17.0% | +5.0% | -22.1% | -17.6% |
| YTD | +202.2% | +17.1% | +185.2% | +196.3% |
| 1Y | +292.4% | +19.3% | +273.1% | +283.3% |
| 3Y | +804.4% | -0.9% | +805.3% | +791.0% |
| 5Y | +1,318.0% | -20.8% | +1,338.8% | +1,302.3% |
| All | +416.0% | +35.4% | +380.6% | +412.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling