+1,362.0%
AMAT vs AAOI
+109.6%
+1,252.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -5.4% | +1.8% | -2.8% |
| 7D | +19.3% | +12.7% | +6.6% | +17.1% |
| 30D | -17.9% | -46.0% | +28.0% | -10.2% |
| 3M | -30.4% | -61.7% | +31.3% | -20.6% |
| 6M | -11.4% | -71.9% | +60.5% | +3.5% |
| YTD | +48.8% | +51.6% | -2.8% | +30.0% |
| 1Y | +66.0% | +120.8% | -54.7% | +36.2% |
| 3Y | +158.8% | +464.3% | -305.5% | +58.6% |
| 5Y | +153.2% | +769.2% | -616.1% | +21.5% |
| All | +1,362.0% | +109.6% | +1,252.5% | +680.3% |
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