+352.5%
AAOI vs PSX
+101.0%
+251.5%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.2% | +5.0% | +5.1% |
| 7D | -0.7% | +4.5% | -5.2% | -1.1% |
| 30D | -17.9% | +26.6% | -44.5% | -20.6% |
| 3M | -48.0% | +39.3% | -87.3% | -50.3% |
| 6M | +5.8% | +56.8% | -51.0% | 0.0% |
| YTD | +202.7% | +101.8% | +100.9% | +199.9% |
| 1Y | +352.5% | +99.6% | +252.9% | +367.5% |
| All | +352.5% | +101.0% | +251.5% | +367.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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