+726.0%
AAOI vs PLUG
-97.5%
+823.5%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -10.5% | +4.9% | -1.9% |
| 7D | -0.5% | -23.4% | +23.0% | +9.2% |
| 30D | -42.1% | -23.4% | -18.7% | -36.0% |
| 3M | -61.6% | -51.7% | -9.9% | -50.1% |
| 6M | -77.6% | -72.0% | -5.7% | -64.7% |
| YTD | +43.1% | -43.7% | +86.8% | +78.0% |
| 1Y | +138.6% | -55.4% | +194.0% | +215.6% |
| 3Y | +353.5% | -68.0% | +421.6% | +414.0% |
| All | +726.0% | -97.5% | +823.5% | +1,989.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling