+1,314.2%
AAOI vs PLD
+16.3%
+1,297.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.0% | +1.0% | +1.3% |
| 7D | -0.2% | -1.2% | +1.0% | +0.7% |
| 30D | -23.7% | -3.5% | -20.2% | -21.9% |
| 3M | -39.0% | -7.1% | -31.9% | -36.7% |
| 6M | -17.0% | +2.6% | -19.6% | -21.0% |
| YTD | +202.2% | +8.0% | +194.3% | +173.4% |
| 1Y | +292.4% | +22.1% | +270.3% | +226.1% |
| 3Y | +804.4% | +22.3% | +782.1% | +649.4% |
| All | +1,314.2% | +16.3% | +1,297.9% | +1,026.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 PLD 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