+390.9%
AMD vs AAOI
+1,283.7%
-892.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.2% | +6.3% | +3.6% |
| 7D | +14.0% | +4.7% | +9.4% | +13.2% |
| 30D | +11.0% | -18.7% | +29.7% | +14.4% |
| 3M | +9.6% | -33.7% | +43.3% | +15.1% |
| 6M | +157.1% | -2.4% | +159.5% | +145.4% |
| YTD | +143.3% | +209.6% | -66.3% | +87.0% |
| 1Y | +234.4% | +355.0% | -120.6% | +138.4% |
| 3Y | +391.2% | +814.7% | -423.5% | +168.7% |
| 5Y | +390.9% | +1,298.1% | -907.1% | +95.0% |
| All | +390.9% | +1,283.7% | -892.8% | +95.0% |
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