+983.6%
AAOI vs PFE
+78.4%
+905.2%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.2% | -3.2% |
| 7D | +4.7% | -4.3% | +8.9% | +5.4% |
| 30D | -18.7% | +2.7% | -21.4% | -19.3% |
| 3M | -33.7% | +10.0% | -43.7% | -35.1% |
| 6M | -2.4% | +7.2% | -9.6% | -4.0% |
| YTD | +209.6% | +17.3% | +192.3% | +199.0% |
| 1Y | +355.0% | +20.3% | +334.7% | +336.4% |
| 3Y | +814.7% | -1.6% | +816.3% | +798.1% |
| 5Y | +1,298.1% | -21.4% | +1,319.4% | +1,285.5% |
| 10Y | +449.8% | +35.2% | +414.6% | +304.5% |
| All | +983.6% | +78.4% | +905.2% | +615.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling