+804.4%
AAOI vs PSX
+133.1%
+671.3%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.4% | +1.6% | +1.8% |
| 7D | -0.2% | +1.7% | -1.9% | -1.2% |
| 30D | -23.7% | +15.6% | -39.3% | -31.0% |
| 3M | -39.0% | +46.5% | -85.5% | -53.9% |
| 6M | -17.0% | +55.0% | -72.1% | -40.1% |
| YTD | +202.2% | +105.3% | +97.0% | +73.1% |
| 1Y | +292.4% | +101.6% | +190.8% | +125.6% |
| 3Y | +804.4% | +134.1% | +670.2% | +330.1% |
| All | +804.4% | +133.1% | +671.3% | +330.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling