+450.0%
AAOI vs PFGC
+396.6%
+53.4%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.3% | -3.0% | -3.9% |
| 7D | +2.9% | -4.8% | +7.7% | +4.5% |
| 30D | -23.1% | -17.2% | -5.9% | -18.4% |
| 3M | -41.0% | -6.3% | -34.7% | -40.3% |
| 6M | -14.3% | +8.8% | -23.1% | -17.8% |
| YTD | +196.3% | +4.9% | +191.4% | +186.1% |
| 1Y | +272.6% | -9.5% | +282.1% | +276.8% |
| 3Y | +775.3% | +59.6% | +715.7% | +658.7% |
| 5Y | +1,290.2% | +113.5% | +1,176.7% | +986.2% |
| 10Y | +426.2% | +292.8% | +133.4% | +200.1% |
| All | +450.0% | +396.6% | +53.4% | +192.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 PFGC 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