+352.5%
AAOI vs TER
+203.8%
+148.7%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +5.5% | -0.4% | +0.8% |
| 7D | -0.7% | +0.6% | -1.3% | -1.2% |
| 30D | -17.9% | -8.3% | -9.6% | -11.3% |
| 3M | -48.0% | -12.2% | -35.8% | -41.8% |
| 6M | +5.8% | +17.1% | -11.2% | -7.6% |
| YTD | +202.7% | +84.7% | +118.1% | +80.5% |
| 1Y | +352.5% | +199.9% | +152.6% | +106.7% |
| All | +352.5% | +203.8% | +148.7% | +106.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 1y: compounded portfolio wealth divided by compounded TER 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…
1y analysis · Full analysis span regression · 6 months rolling