+268.9%
AMAT vs AAOI
+1,335.6%
-1,066.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +5.7% | -1.7% | +3.2% |
| 7D | +7.0% | +7.9% | -0.9% | +5.9% |
| 30D | -12.2% | -17.8% | +5.5% | -10.4% |
| 3M | -3.8% | -43.3% | +39.4% | +1.6% |
| 6M | +45.9% | +16.7% | +29.2% | +37.5% |
| YTD | +84.6% | +220.0% | -135.4% | +49.3% |
| 1Y | +193.4% | +372.1% | -178.7% | +121.8% |
| 3Y | +228.1% | +845.3% | -617.3% | +102.2% |
| 5Y | +268.9% | +1,333.8% | -1,064.9% | +71.0% |
| All | +268.9% | +1,335.6% | -1,066.7% | +71.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling