+1,020.0%
AAOI vs PWR
+2,221.8%
-1,201.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.3% | +3.4% | +3.9% |
| 7D | +7.9% | +4.5% | +3.4% | +4.2% |
| 30D | -17.8% | -4.9% | -12.9% | -13.7% |
| 3M | -43.3% | -7.9% | -35.4% | -37.5% |
| 6M | +16.7% | +18.3% | -1.6% | +8.8% |
| YTD | +220.0% | +51.5% | +168.5% | +152.9% |
| 1Y | +372.1% | +70.3% | +301.8% | +254.6% |
| 3Y | +845.3% | +210.6% | +634.7% | +450.3% |
| 5Y | +1,333.8% | +456.7% | +877.1% | +513.5% |
| 10Y | +457.2% | +2,396.1% | -1,938.9% | +5.7% |
| All | +1,020.0% | +2,221.8% | -1,201.8% | +128.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 all: compounded portfolio wealth divided by compounded PWR 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…
all analysis · Full analysis span regression · 6 months rolling