+937.0%
AAOI vs TECH
+301.2%
+635.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.2% | -4.1% | -4.2% |
| 7D | +2.9% | -0.5% | +3.4% | +3.2% |
| 30D | -23.1% | 0.0% | -23.1% | -23.1% |
| 3M | -41.0% | +37.4% | -78.5% | -52.3% |
| 6M | -14.3% | +36.9% | -51.1% | -33.4% |
| YTD | +196.3% | +23.1% | +173.2% | +142.1% |
| 1Y | +272.6% | +42.2% | +230.4% | +175.7% |
| 3Y | +775.3% | +1.9% | +773.4% | +689.3% |
| 5Y | +1,290.2% | -42.9% | +1,333.1% | +1,602.5% |
| 10Y | +426.2% | +188.2% | +238.0% | +165.7% |
| All | +937.0% | +301.2% | +635.8% | +386.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling