+33.9%
AAPL vs AAOI
+352.1%
-318.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +5.1% | -7.6% | -2.5% |
| 7D | +0.1% | -0.7% | +0.7% | +0.1% |
| 30D | +3.0% | -17.9% | +20.9% | +2.9% |
| 3M | +2.9% | -48.0% | +50.9% | +3.4% |
| 6M | +22.1% | +5.8% | +16.3% | +22.6% |
| YTD | +18.0% | +202.7% | -184.7% | +17.8% |
| 1Y | +33.9% | +352.5% | -318.6% | +34.6% |
| All | +33.9% | +352.1% | -318.2% | +34.6% |
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