-17.0%
AAOI vs VICR
+14.4%
-31.4%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +11.2% | -9.2% | -5.8% |
| 7D | -0.2% | +5.0% | -5.1% | -3.9% |
| 30D | -23.7% | -12.5% | -11.2% | -16.2% |
| 3M | -39.0% | -33.6% | -5.4% | -19.7% |
| 6M | -17.0% | +10.7% | -27.7% | -26.4% |
| All | -17.0% | +14.4% | -31.4% | -26.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling