+1,314.2%
AAOI vs VZ
+27.6%
+1,286.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.3% | +0.7% | +2.3% |
| 7D | -0.2% | +0.9% | -1.1% | 0.0% |
| 30D | -23.7% | +7.7% | -31.4% | -22.3% |
| 3M | -39.0% | +9.7% | -48.7% | -37.1% |
| 6M | -17.0% | +3.1% | -20.1% | -14.6% |
| YTD | +202.2% | +30.5% | +171.7% | +216.6% |
| 1Y | +292.4% | +22.5% | +269.9% | +309.2% |
| 3Y | +804.4% | +82.4% | +722.0% | +781.1% |
| All | +1,314.2% | +27.6% | +1,286.6% | +1,296.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VZ.
Daily Out/Under-Performance
Portfolio return minus VZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VZ 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 VZ 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