+1,020.0%
AAOI vs TPR
+213.9%
+806.1%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -3.7% | +9.4% | +7.2% |
| 7D | +7.9% | -3.4% | +11.3% | +9.3% |
| 30D | -17.8% | -27.3% | +9.6% | -7.2% |
| 3M | -43.3% | -16.2% | -27.0% | -40.2% |
| 6M | +16.7% | -17.9% | +34.6% | +23.7% |
| YTD | +220.0% | -7.1% | +227.1% | +217.6% |
| 1Y | +372.1% | +13.6% | +358.5% | +333.4% |
| 3Y | +845.3% | +293.7% | +551.6% | +472.2% |
| 5Y | +1,333.8% | +239.1% | +1,094.7% | +768.2% |
| 10Y | +457.2% | +311.2% | +146.0% | +179.3% |
| All | +1,020.0% | +213.9% | +806.1% | +452.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling