+292.4%
AAOI vs PTC
-36.4%
+328.8%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.6% | +0.4% | +2.3% |
| 7D | -0.2% | -7.3% | +7.1% | -1.5% |
| 30D | -23.7% | -11.6% | -12.1% | -25.2% |
| 3M | -39.0% | +10.5% | -49.5% | -39.0% |
| 6M | -17.0% | -17.8% | +0.8% | -5.9% |
| YTD | +202.2% | -24.9% | +227.2% | +284.2% |
| 1Y | +292.4% | -36.8% | +329.2% | +793.6% |
| All | +292.4% | -36.4% | +328.8% | +793.6% |
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