+937.0%
AAOI vs TXT
+189.7%
+747.4%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.4% | -3.8% |
| 7D | +2.9% | -0.2% | +3.1% | +3.0% |
| 30D | -23.1% | -10.2% | -12.9% | -18.5% |
| 3M | -41.0% | -13.3% | -27.8% | -36.1% |
| 6M | -14.3% | -14.4% | +0.1% | -6.5% |
| YTD | +196.3% | -9.1% | +205.4% | +207.1% |
| 1Y | +272.6% | -2.2% | +274.8% | +273.9% |
| 3Y | +775.3% | +5.1% | +770.3% | +767.2% |
| 5Y | +1,290.2% | +12.8% | +1,277.4% | +1,203.9% |
| 10Y | +426.2% | +101.4% | +324.7% | +258.3% |
| All | +937.0% | +189.7% | +747.4% | +593.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 TXT 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