+45.0%
AAPL vs AAOI
+285.2%
-240.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.0% | -0.3% | +1.8% |
| 7D | +3.8% | -0.2% | +4.0% | +3.8% |
| 30D | +9.9% | -23.7% | +33.6% | +9.9% |
| 3M | +12.5% | -39.0% | +51.5% | +13.0% |
| 6M | +27.6% | -17.0% | +44.7% | +27.9% |
| YTD | +22.6% | +202.2% | -179.7% | +20.8% |
| 1Y | +45.0% | +292.4% | -247.4% | +40.7% |
| All | +45.0% | +285.2% | -240.2% | +40.7% |
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