+937.0%
AAOI vs SYK
+357.1%
+579.9%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.0% | -2.3% | -3.3% |
| 7D | +2.9% | -12.3% | +15.2% | +9.5% |
| 30D | -23.1% | -22.4% | -0.7% | -13.1% |
| 3M | -41.0% | -12.3% | -28.7% | -40.0% |
| 6M | -14.3% | -24.3% | +10.0% | -6.4% |
| YTD | +196.3% | -22.8% | +219.1% | +219.2% |
| 1Y | +272.6% | -28.8% | +301.4% | +318.9% |
| 3Y | +775.3% | -4.0% | +779.3% | +734.8% |
| 5Y | +1,290.2% | +3.8% | +1,286.3% | +1,155.3% |
| 10Y | +426.2% | +172.8% | +253.4% | +142.3% |
| All | +937.0% | +357.1% | +579.9% | +295.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SYK.
Daily Out/Under-Performance
Portfolio return minus SYK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYK 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 SYK 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