+1,314.2%
AAOI vs TRMB
-39.0%
+1,353.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.4% | +0.6% | +0.7% |
| 7D | -0.2% | -3.0% | +2.9% | +2.7% |
| 30D | -23.7% | +2.3% | -26.0% | -26.5% |
| 3M | -39.0% | +15.3% | -54.3% | -49.5% |
| 6M | -17.0% | -14.7% | -2.3% | -7.8% |
| YTD | +202.2% | -26.4% | +228.6% | +282.5% |
| 1Y | +292.4% | -30.4% | +322.8% | +439.0% |
| 3Y | +804.4% | +13.5% | +790.9% | +735.8% |
| All | +1,314.2% | -39.0% | +1,353.2% | +1,902.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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