+1,314.2%
AAOI vs PSX
+362.1%
+952.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.4% | +1.6% | +1.8% |
| 7D | -0.2% | +1.7% | -1.9% | -0.9% |
| 30D | -23.7% | +15.6% | -39.3% | -28.7% |
| 3M | -39.0% | +46.5% | -85.5% | -49.3% |
| 6M | -17.0% | +55.0% | -72.1% | -32.9% |
| YTD | +202.2% | +105.3% | +97.0% | +112.8% |
| 1Y | +292.4% | +101.6% | +190.8% | +177.6% |
| 3Y | +804.4% | +134.1% | +670.2% | +495.0% |
| All | +1,314.2% | +362.1% | +952.1% | +691.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling