+957.8%
AAOI vs VZ
+110.9%
+846.9%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.3% | +0.7% | +1.9% |
| 7D | -0.2% | +0.9% | -1.1% | -0.2% |
| 30D | -23.7% | +7.7% | -31.4% | -24.1% |
| 3M | -39.0% | +9.7% | -48.7% | -39.6% |
| 6M | -17.0% | +3.1% | -20.1% | -17.2% |
| YTD | +202.2% | +30.5% | +171.7% | +191.3% |
| 1Y | +292.4% | +22.5% | +269.9% | +280.7% |
| 3Y | +804.4% | +82.4% | +722.0% | +668.1% |
| 5Y | +1,318.0% | +28.0% | +1,290.0% | +1,222.1% |
| 10Y | +436.7% | +67.3% | +369.5% | +331.1% |
| All | +957.8% | +110.9% | +846.9% | +581.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling