+352.5%
AAOI vs SONY
-10.8%
+363.4%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.6% | +6.7% | +6.4% |
| 7D | -0.7% | -1.2% | +0.5% | +0.1% |
| 30D | -17.9% | +9.4% | -27.4% | -24.4% |
| 3M | -48.0% | +10.5% | -58.5% | -53.1% |
| 6M | +5.8% | +11.7% | -5.9% | -4.9% |
| YTD | +202.7% | -4.1% | +206.8% | +216.8% |
| 1Y | +352.5% | -11.8% | +364.3% | +483.2% |
| All | +352.5% | -10.8% | +363.4% | +483.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 1y: compounded portfolio wealth divided by compounded SONY 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…
1y analysis · Full analysis span regression · 6 months rolling