+804.4%
AAOI vs TGT
+39.9%
+764.5%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +1.9% | +2.0% |
| 7D | -0.2% | -5.2% | +5.1% | +1.3% |
| 30D | -23.7% | +1.2% | -24.9% | -24.4% |
| 3M | -39.0% | +18.4% | -57.4% | -43.3% |
| 6M | -17.0% | +33.4% | -50.5% | -27.1% |
| YTD | +202.2% | +63.8% | +138.4% | +138.4% |
| 1Y | +292.4% | +77.2% | +215.2% | +197.2% |
| 3Y | +804.4% | +41.8% | +762.6% | +485.5% |
| All | +804.4% | +39.9% | +764.5% | +485.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling