+48.8%
AAOI vs SU
+74.1%
-25.3%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.9% | -4.1% | -16.8% | -18.9% |
| 7D | -40.8% | -11.0% | -29.7% | -37.5% |
| 30D | -64.0% | +1.2% | -65.2% | -64.0% |
| 3M | -63.5% | +10.6% | -74.2% | -65.8% |
| 6M | -74.0% | +0.5% | -74.5% | -73.4% |
| YTD | +34.5% | +58.9% | -24.4% | -12.1% |
| 1Y | +48.8% | +71.0% | -22.2% | +1.0% |
| All | +48.8% | +74.1% | -25.3% | +1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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