+292.4%
AAOI vs STRL
+68.3%
+224.1%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +5.4% | -3.4% | -1.0% |
| 7D | -0.2% | +5.0% | -5.2% | -2.8% |
| 30D | -23.7% | -6.9% | -16.8% | -19.9% |
| 3M | -39.0% | -39.1% | 0.0% | -21.0% |
| 6M | -17.0% | +21.5% | -38.5% | -34.5% |
| YTD | +202.2% | +66.9% | +135.4% | +81.9% |
| 1Y | +292.4% | +61.6% | +230.8% | +154.9% |
| All | +292.4% | +68.3% | +224.1% | +154.9% |
Cumulative growth
Daily Returns
Daily percentage return beside STRL.
Daily Out/Under-Performance
Portfolio return minus STRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STRL 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 STRL 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