+804.4%
AAOI vs SPXU
-79.9%
+884.3%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.4% | +4.4% | -1.1% |
| 7D | -0.2% | +2.5% | -2.6% | +3.1% |
| 30D | -23.7% | +4.2% | -27.9% | -19.6% |
| 3M | -39.0% | -9.3% | -29.8% | -42.1% |
| 6M | -17.0% | -30.7% | +13.7% | -39.8% |
| YTD | +202.2% | -28.1% | +230.4% | +134.2% |
| 1Y | +292.4% | -35.2% | +327.6% | +192.0% |
| 3Y | +804.4% | -79.9% | +884.3% | +198.6% |
| All | +804.4% | -79.9% | +884.3% | +198.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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