+804.4%
AAOI vs VICR
+209.3%
+595.1%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +11.2% | -9.2% | -5.3% |
| 7D | -0.2% | +5.0% | -5.1% | -3.7% |
| 30D | -23.7% | -12.5% | -11.2% | -16.8% |
| 3M | -39.0% | -33.6% | -5.4% | -20.3% |
| 6M | -17.0% | +10.7% | -27.7% | -25.2% |
| YTD | +202.2% | +80.6% | +121.7% | +90.7% |
| 1Y | +292.4% | +288.4% | +4.0% | +34.8% |
| 3Y | +804.4% | +213.8% | +590.6% | +233.8% |
| All | +804.4% | +209.3% | +595.1% | +233.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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