+1,314.2%
AAOI vs REGN
+21.2%
+1,293.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.5% | +3.5% | +2.6% |
| 7D | -0.2% | -5.6% | +5.4% | +1.9% |
| 30D | -23.7% | -2.0% | -21.7% | -23.5% |
| 3M | -39.0% | +28.0% | -67.0% | -45.2% |
| 6M | -17.0% | +1.2% | -18.2% | -18.5% |
| YTD | +202.2% | +1.6% | +200.6% | +196.8% |
| 1Y | +292.4% | +38.2% | +254.2% | +232.7% |
| 3Y | +804.4% | -5.4% | +809.7% | +775.1% |
| All | +1,314.2% | +21.2% | +1,293.1% | +1,085.5% |
Cumulative growth
Daily Returns
Daily percentage return beside REGN.
Daily Out/Under-Performance
Portfolio return minus REGN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REGN 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 REGN 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