+352.5%
AAOI vs SSNC
-3.0%
+355.5%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.2% | +6.3% | +4.0% |
| 7D | -0.7% | +0.6% | -1.3% | 0.0% |
| 30D | -17.9% | +6.0% | -24.0% | -12.4% |
| 3M | -48.0% | +21.0% | -69.0% | -34.2% |
| 6M | +5.8% | +12.1% | -6.3% | +35.8% |
| YTD | +202.7% | -3.2% | +206.0% | +290.4% |
| 1Y | +352.5% | -4.4% | +356.9% | +455.0% |
| All | +352.5% | -3.0% | +355.5% | +455.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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