+29.9%
AAPL vs AAOI
+91.2%
-61.3%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -7.3% | +12.7% | +5.2% |
| 7D | +1.7% | -27.9% | +29.6% | +1.2% |
| 30D | +5.0% | -51.2% | +56.2% | +4.0% |
| 3M | +13.1% | -55.0% | +68.0% | +12.1% |
| 6M | +26.5% | -65.7% | +92.2% | +26.1% |
| YTD | +28.9% | +70.0% | -41.1% | +32.0% |
| 1Y | +29.9% | +100.9% | -71.0% | +32.7% |
| All | +29.9% | +91.2% | -61.3% | +32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOI.
Daily Out/Under-Performance
Portfolio return minus AAOI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOI 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 1y: compounded portfolio wealth divided by compounded AAOI 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…
1y analysis · Full analysis span regression · 6 months rolling