+804.4%
AAOI vs SMTC
+579.3%
+225.1%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +5.1% | -3.1% | -1.9% |
| 7D | -0.2% | +13.1% | -13.2% | -9.4% |
| 30D | -23.7% | +19.5% | -43.2% | -33.7% |
| 3M | -39.0% | +2.2% | -41.3% | -39.5% |
| 6M | -17.0% | +94.9% | -111.9% | -47.8% |
| YTD | +202.2% | +127.0% | +75.3% | +73.8% |
| 1Y | +292.4% | +174.6% | +117.8% | +97.9% |
| 3Y | +804.4% | +615.9% | +188.5% | +138.1% |
| All | +804.4% | +579.3% | +225.1% | +138.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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