+416.0%
AAOI vs PLUG
+53.3%
+362.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.5% | +2.1% |
| 7D | -0.2% | -3.2% | +3.1% | +0.7% |
| 30D | -23.7% | -8.3% | -15.4% | -21.9% |
| 3M | -39.0% | -25.8% | -13.2% | -33.7% |
| 6M | -17.0% | -5.8% | -11.2% | -13.3% |
| YTD | +202.2% | +6.6% | +195.6% | +200.4% |
| 1Y | +292.4% | +39.1% | +253.3% | +259.3% |
| 3Y | +804.4% | -73.7% | +878.1% | +892.2% |
| 5Y | +1,318.0% | -91.3% | +1,409.3% | +1,765.6% |
| All | +416.0% | +53.3% | +362.7% | +419.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 10y: compounded portfolio wealth divided by compounded PLUG 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…
10y analysis · Full analysis span regression · 6 months rolling