+1,314.2%
AAOI vs PNC
+51.4%
+1,262.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.5% | +1.5% | +1.6% |
| 7D | -0.2% | -0.6% | +0.4% | +0.2% |
| 30D | -23.7% | -4.4% | -19.3% | -20.9% |
| 3M | -39.0% | +5.2% | -44.3% | -42.1% |
| 6M | -17.0% | +20.6% | -37.7% | -30.8% |
| YTD | +202.2% | +19.8% | +182.5% | +144.9% |
| 1Y | +292.4% | +24.4% | +268.0% | +207.0% |
| 3Y | +804.4% | +131.2% | +673.1% | +377.3% |
| All | +1,314.2% | +51.4% | +1,262.8% | +732.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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