+352.5%
AAOI vs USFD
+34.2%
+318.3%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.4% | +5.5% | +5.2% |
| 7D | -0.7% | -3.0% | +2.4% | -0.4% |
| 30D | -17.9% | +3.5% | -21.4% | -18.0% |
| 3M | -48.0% | +26.6% | -74.6% | -51.6% |
| 6M | +5.8% | +11.7% | -5.9% | +4.7% |
| YTD | +202.7% | +38.1% | +164.6% | +167.1% |
| 1Y | +352.5% | +33.4% | +319.1% | +270.0% |
| All | +352.5% | +34.2% | +318.3% | +270.0% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 1y: compounded portfolio wealth divided by compounded USFD 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…
1y analysis · Full analysis span regression · 6 months rolling