+1,314.2%
AAOI vs USFD
+192.2%
+1,122.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.7% | +2.8% | +2.5% |
| 7D | -0.2% | -8.4% | +8.2% | +5.5% |
| 30D | -23.7% | -14.1% | -9.6% | -16.1% |
| 3M | -39.0% | +4.5% | -43.5% | -42.1% |
| 6M | -17.0% | +4.4% | -21.4% | -21.7% |
| YTD | +202.2% | +26.6% | +175.7% | +142.4% |
| 1Y | +292.4% | +19.4% | +273.0% | +228.9% |
| 3Y | +804.4% | +144.6% | +659.8% | +436.3% |
| All | +1,314.2% | +192.2% | +1,122.0% | +652.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling