+993.6%
AAOI vs USFD
+325.1%
+668.5%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.9% | +6.6% | +6.1% |
| 7D | +7.9% | -3.3% | +11.2% | +9.3% |
| 30D | -17.8% | -5.3% | -12.4% | -16.0% |
| 3M | -43.3% | +18.8% | -62.1% | -47.8% |
| 6M | +16.7% | +14.3% | +2.4% | +9.0% |
| YTD | +220.0% | +36.9% | +183.1% | +174.7% |
| 1Y | +372.1% | +31.7% | +340.4% | +311.9% |
| 3Y | +845.3% | +164.5% | +680.9% | +565.5% |
| 5Y | +1,333.8% | +212.6% | +1,121.2% | +838.2% |
| 10Y | +457.2% | +329.7% | +127.5% | +184.9% |
| All | +993.6% | +325.1% | +668.5% | +458.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling