+959.5%
AAOI vs SUI
+315.5%
+644.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.3% | +5.5% | +5.3% |
| 7D | -0.7% | -2.8% | +2.2% | +0.4% |
| 30D | -17.9% | -1.2% | -16.7% | -17.5% |
| 3M | -48.0% | -1.7% | -46.2% | -48.5% |
| 6M | +5.8% | -10.5% | +16.3% | +9.0% |
| YTD | +202.7% | -1.8% | +204.6% | +198.7% |
| 1Y | +352.5% | -4.1% | +356.6% | +348.7% |
| 3Y | +657.0% | +11.3% | +645.8% | +596.4% |
| 5Y | +1,267.0% | -32.1% | +1,299.1% | +1,414.9% |
| 10Y | +502.7% | +110.4% | +392.2% | +366.8% |
| All | +959.5% | +315.5% | +644.0% | +659.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling