+405.8%
AAOI vs SUI
+102.6%
+303.2%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.0% | -3.3% | -3.9% |
| 7D | +2.9% | -4.1% | +7.0% | +4.6% |
| 30D | -23.1% | -3.2% | -20.0% | -22.1% |
| 3M | -41.0% | -8.4% | -32.6% | -39.7% |
| 6M | -14.3% | -14.4% | +0.1% | -9.9% |
| YTD | +196.3% | -5.5% | +201.8% | +196.5% |
| 1Y | +272.6% | -7.3% | +280.0% | +274.5% |
| 3Y | +775.3% | +9.9% | +765.5% | +702.2% |
| 5Y | +1,290.2% | -31.6% | +1,321.8% | +1,445.4% |
| All | +405.8% | +102.6% | +303.2% | +308.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling