+1,278.0%
AAPL vs AAOI
+445.6%
+832.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.0% | -0.3% | +1.6% |
| 7D | +3.8% | -0.2% | +4.0% | +3.8% |
| 30D | +9.9% | -23.7% | +33.6% | +11.3% |
| 3M | +12.5% | -39.0% | +51.5% | +14.3% |
| 6M | +27.6% | -17.0% | +44.7% | +24.7% |
| YTD | +22.6% | +202.2% | -179.7% | +7.0% |
| 1Y | +45.0% | +292.4% | -247.4% | +22.3% |
| 3Y | +87.8% | +804.4% | -716.6% | +34.3% |
| 5Y | +128.7% | +1,318.0% | -1,189.4% | +40.8% |
| All | +1,278.0% | +445.6% | +832.4% | +745.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling