+2,084.0%
AAPL vs AAOI
+932.9%
+1,151.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -4.3% | +7.9% | +3.8% |
| 7D | -0.5% | +2.9% | -3.4% | -0.7% |
| 30D | +7.1% | -23.1% | +30.2% | +8.4% |
| 3M | +12.1% | -41.0% | +53.1% | +14.1% |
| 6M | +25.4% | -14.3% | +39.7% | +22.2% |
| YTD | +20.5% | +196.3% | -175.8% | +5.5% |
| 1Y | +44.5% | +272.6% | -228.1% | +22.7% |
| 3Y | +85.8% | +775.3% | -689.6% | +34.3% |
| 5Y | +124.8% | +1,290.2% | -1,165.4% | +41.2% |
| 10Y | +1,284.7% | +426.2% | +858.5% | +754.3% |
| All | +2,084.0% | +932.9% | +1,151.1% | +1,202.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling