+1,314.2%
AAOI vs SEI
+999.8%
+314.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +5.1% | -3.1% | -0.5% |
| 7D | -0.2% | +22.6% | -22.7% | -10.4% |
| 30D | -23.7% | +9.1% | -32.8% | -27.2% |
| 3M | -39.0% | -11.3% | -27.7% | -34.5% |
| 6M | -17.0% | +22.0% | -39.1% | -22.7% |
| YTD | +202.2% | +47.3% | +155.0% | +158.2% |
| 1Y | +292.4% | +124.8% | +167.6% | +183.7% |
| 3Y | +804.4% | +591.3% | +213.1% | +331.9% |
| All | +1,314.2% | +999.8% | +314.4% | +502.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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