+416.0%
AAOI vs TGT
+207.4%
+208.6%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +1.9% | +2.0% |
| 7D | -0.2% | -5.2% | +5.1% | +1.5% |
| 30D | -23.7% | +1.2% | -24.9% | -24.5% |
| 3M | -39.0% | +18.4% | -57.4% | -43.4% |
| 6M | -17.0% | +33.4% | -50.5% | -26.8% |
| YTD | +202.2% | +63.8% | +138.4% | +145.0% |
| 1Y | +292.4% | +77.2% | +215.2% | +208.9% |
| 3Y | +804.4% | +41.8% | +762.6% | +642.3% |
| 5Y | +1,318.0% | -25.5% | +1,343.6% | +1,306.8% |
| All | +416.0% | +207.4% | +208.6% | +264.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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