+1,314.2%
AAOI vs TGT
-25.8%
+1,340.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +1.9% | +2.0% |
| 7D | -0.2% | -5.2% | +5.1% | +1.7% |
| 30D | -23.7% | +1.2% | -24.9% | -24.6% |
| 3M | -39.0% | +18.4% | -57.4% | -44.0% |
| 6M | -17.0% | +33.4% | -50.5% | -28.2% |
| YTD | +202.2% | +63.8% | +138.4% | +135.8% |
| 1Y | +292.4% | +77.2% | +215.2% | +195.0% |
| 3Y | +804.4% | +41.8% | +762.6% | +599.1% |
| All | +1,314.2% | -25.8% | +1,340.1% | +1,419.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling