+1,020.0%
AAOI vs PLD
+433.6%
+586.4%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.8% | +4.9% | +5.2% |
| 7D | +7.9% | -0.9% | +8.8% | +8.4% |
| 30D | -17.8% | -1.2% | -16.6% | -17.3% |
| 3M | -43.3% | -2.3% | -41.0% | -43.6% |
| 6M | +16.7% | +4.5% | +12.2% | +11.3% |
| YTD | +220.0% | +10.1% | +209.9% | +192.8% |
| 1Y | +372.1% | +25.9% | +346.2% | +300.7% |
| 3Y | +845.3% | +24.4% | +820.9% | +716.4% |
| 5Y | +1,333.8% | +15.5% | +1,318.4% | +1,164.2% |
| 10Y | +457.2% | +240.3% | +216.9% | +172.1% |
| All | +1,020.0% | +433.6% | +586.4% | +310.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling