+1,298.1%
AAOI vs PL
+72.5%
+1,225.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.3% | +0.1% | -2.1% |
| 7D | +4.7% | -13.9% | +18.5% | +9.9% |
| 30D | -18.7% | -25.5% | +6.7% | -10.0% |
| 3M | -33.7% | -44.8% | +11.0% | -18.7% |
| 6M | -2.4% | -33.3% | +30.9% | +7.4% |
| YTD | +209.6% | -12.7% | +222.3% | +207.9% |
| 1Y | +355.0% | +90.9% | +264.1% | +246.4% |
| 3Y | +814.7% | +528.5% | +286.2% | +296.5% |
| 5Y | +1,298.1% | +72.7% | +1,225.3% | +676.3% |
| All | +1,298.1% | +72.5% | +1,225.5% | +676.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 5y: compounded portfolio wealth divided by compounded PL 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…
5y analysis · Full analysis span regression · 6 months rolling