+804.4%
AAOI vs RGEN
+2.2%
+802.2%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.3% | +1.7% | +1.8% |
| 7D | -0.2% | -1.4% | +1.3% | +0.7% |
| 30D | -23.7% | -0.3% | -23.4% | -23.7% |
| 3M | -39.0% | +23.9% | -62.9% | -47.4% |
| 6M | -17.0% | +38.5% | -55.6% | -35.6% |
| YTD | +202.2% | +0.8% | +201.4% | +188.8% |
| 1Y | +292.4% | +38.2% | +254.2% | +196.0% |
| 3Y | +804.4% | +1.3% | +803.1% | +654.7% |
| All | +804.4% | +2.2% | +802.2% | +654.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 3y: compounded portfolio wealth divided by compounded RGEN 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…
3y analysis · Full analysis span regression · 6 months rolling