+786.6%
AAOI vs STRL
+513.3%
+273.3%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.1% | -2.2% | -2.9% |
| 7D | +2.9% | +5.4% | -2.5% | -0.4% |
| 30D | -23.1% | -9.0% | -14.1% | -17.3% |
| 3M | -41.0% | -37.1% | -4.0% | -20.2% |
| 6M | -14.3% | +17.8% | -32.1% | -35.4% |
| YTD | +196.3% | +58.3% | +138.0% | +76.5% |
| 1Y | +272.6% | +61.0% | +211.6% | +117.4% |
| All | +786.6% | +513.3% | +273.3% | +134.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling