+352.5%
AAOI vs PTC
-33.3%
+385.8%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -6.0% | +11.2% | +4.1% |
| 7D | -0.7% | -10.3% | +9.6% | -2.3% |
| 30D | -17.9% | +1.1% | -19.1% | -18.1% |
| 3M | -48.0% | +1.6% | -49.6% | -45.5% |
| 6M | +5.8% | -13.5% | +19.3% | +23.5% |
| YTD | +202.7% | -19.1% | +221.8% | +285.9% |
| 1Y | +352.5% | -33.9% | +386.4% | +735.6% |
| All | +352.5% | -33.3% | +385.8% | +735.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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