+804.4%
AAOI vs ZTS
-59.2%
+863.5%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.9% | +2.0% |
| 7D | -0.2% | -3.7% | +3.6% | +0.9% |
| 30D | -23.7% | -0.8% | -22.9% | -24.1% |
| 3M | -39.0% | -9.7% | -29.3% | -37.8% |
| 6M | -17.0% | -38.4% | +21.3% | +6.4% |
| YTD | +202.2% | -41.1% | +243.3% | +296.3% |
| 1Y | +292.4% | -50.6% | +343.0% | +495.8% |
| 3Y | +804.4% | -59.1% | +863.5% | +1,637.1% |
| All | +804.4% | -59.2% | +863.5% | +1,637.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ZTS.
Daily Out/Under-Performance
Portfolio return minus ZTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZTS 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 ZTS 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