+1,290.2%
AAOI vs TPR
+222.6%
+1,067.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.9% | -6.2% | -5.4% |
| 7D | +2.9% | -5.1% | +8.0% | +5.9% |
| 30D | -23.1% | -27.6% | +4.4% | -8.7% |
| 3M | -41.0% | -17.5% | -23.6% | -35.8% |
| 6M | -14.3% | -21.3% | +7.1% | -5.3% |
| YTD | +196.3% | -8.5% | +204.8% | +190.4% |
| 1Y | +272.6% | +11.5% | +261.2% | +223.5% |
| 3Y | +775.3% | +288.0% | +487.3% | +319.9% |
| 5Y | +1,290.2% | +225.2% | +1,065.0% | +543.5% |
| All | +1,290.2% | +222.6% | +1,067.6% | +543.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 TPR 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