+786.6%
AAOI vs USFD
+145.6%
+641.0%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.4% | -2.9% | -3.0% |
| 7D | +2.9% | -8.0% | +10.9% | +10.9% |
| 30D | -23.1% | -13.1% | -10.0% | -12.8% |
| 3M | -41.0% | +6.5% | -47.5% | -47.0% |
| 6M | -14.3% | +5.7% | -20.0% | -23.2% |
| YTD | +196.3% | +27.5% | +168.8% | +96.2% |
| 1Y | +272.6% | +23.4% | +249.2% | +156.5% |
| All | +786.6% | +145.6% | +641.0% | +215.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling