+292.4%
AAOI vs TER
+222.9%
+69.5%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.6% | -0.6% | 0.0% |
| 7D | -0.2% | +6.4% | -6.5% | -4.9% |
| 30D | -23.7% | -5.7% | -18.0% | -19.3% |
| 3M | -39.0% | -0.4% | -38.6% | -37.7% |
| 6M | -17.0% | +25.8% | -42.9% | -31.3% |
| YTD | +202.2% | +96.4% | +105.8% | +73.0% |
| 1Y | +292.4% | +229.2% | +63.2% | +66.0% |
| All | +292.4% | +222.9% | +69.5% | +66.0% |
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