+416.0%
AAOI vs SU
+267.2%
+148.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.1% | +2.1% |
| 7D | -0.2% | +2.2% | -2.4% | -1.0% |
| 30D | -23.7% | +8.4% | -32.1% | -26.2% |
| 3M | -39.0% | +12.1% | -51.1% | -42.3% |
| 6M | -17.0% | +19.7% | -36.7% | -23.4% |
| YTD | +202.2% | +58.4% | +143.8% | +152.7% |
| 1Y | +292.4% | +67.2% | +225.2% | +221.3% |
| 3Y | +804.4% | +125.0% | +679.3% | +569.1% |
| 5Y | +1,318.0% | +355.1% | +963.0% | +688.5% |
| All | +416.0% | +267.2% | +148.7% | +240.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling