+416.0%
AAOI vs SUI
+101.8%
+314.1%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.4% | +2.2% |
| 7D | -0.2% | -4.2% | +4.0% | +1.5% |
| 30D | -23.7% | -3.3% | -20.4% | -22.7% |
| 3M | -39.0% | -8.2% | -30.8% | -37.7% |
| 6M | -17.0% | -14.5% | -2.6% | -12.8% |
| YTD | +202.2% | -5.9% | +208.2% | +202.9% |
| 1Y | +292.4% | -9.7% | +302.1% | +299.4% |
| 3Y | +804.4% | +7.7% | +796.7% | +736.2% |
| 5Y | +1,318.0% | -31.9% | +1,349.9% | +1,478.8% |
| All | +416.0% | +101.8% | +314.1% | +317.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded SUI 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling