+957.8%
AAOI vs SYY
+268.2%
+689.6%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.1% | +0.9% | +1.7% |
| 7D | -0.2% | +3.9% | -4.1% | -1.4% |
| 30D | -23.7% | -1.7% | -21.9% | -23.4% |
| 3M | -39.0% | +5.2% | -44.2% | -40.5% |
| 6M | -17.0% | -0.2% | -16.8% | -17.8% |
| YTD | +202.2% | +15.4% | +186.9% | +186.0% |
| 1Y | +292.4% | +5.6% | +286.8% | +281.0% |
| 3Y | +804.4% | +28.9% | +775.5% | +715.1% |
| 5Y | +1,318.0% | +24.1% | +1,294.0% | +1,166.4% |
| 10Y | +436.7% | +116.2% | +320.5% | +246.8% |
| All | +957.8% | +268.2% | +689.6% | +419.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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