+48.8%
AAOI vs SPMO
+3.6%
+45.2%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.9% | -7.3% | -13.6% | -0.5% |
| 7D | -40.8% | -14.0% | -26.8% | -7.0% |
| 30D | -64.0% | -20.0% | -44.0% | -29.3% |
| 3M | -63.5% | -18.4% | -45.1% | -30.2% |
| 6M | -74.0% | -10.9% | -63.1% | -58.9% |
| YTD | +34.5% | +3.2% | +31.3% | +44.7% |
| 1Y | +48.8% | +3.1% | +45.7% | +65.9% |
| All | +48.8% | +3.6% | +45.2% | +65.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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