+416.0%
AAOI vs TECH
+189.9%
+226.0%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +1.9% | +2.0% |
| 7D | -0.2% | -0.4% | +0.3% | +0.1% |
| 30D | -23.7% | 0.0% | -23.7% | -23.7% |
| 3M | -39.0% | +33.7% | -72.7% | -50.0% |
| 6M | -17.0% | +34.9% | -51.9% | -35.3% |
| YTD | +202.2% | +23.2% | +179.1% | +145.7% |
| 1Y | +292.4% | +36.3% | +256.1% | +196.7% |
| 3Y | +804.4% | +2.3% | +802.1% | +710.2% |
| 5Y | +1,318.0% | -42.9% | +1,360.9% | +1,647.1% |
| All | +416.0% | +189.9% | +226.0% | +165.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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