+352.5%
AAOI vs PRU
+19.0%
+333.5%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.0% | +6.1% | +4.9% |
| 7D | -0.7% | +1.9% | -2.5% | -0.1% |
| 30D | -17.9% | +2.7% | -20.6% | -17.2% |
| 3M | -48.0% | +19.5% | -67.4% | -46.1% |
| 6M | +5.8% | +26.6% | -20.8% | +12.2% |
| YTD | +202.7% | +12.3% | +190.4% | +211.5% |
| 1Y | +352.5% | +18.0% | +334.5% | +331.5% |
| All | +352.5% | +19.0% | +333.5% | +331.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 1y: compounded portfolio wealth divided by compounded PRU 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…
1y analysis · Full analysis span regression · 6 months rolling