+295.8%
AMD vs AAOI
+773.6%
-477.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -5.4% | +11.2% | +6.8% |
| 7D | +44.7% | +12.7% | +32.0% | +41.6% |
| 30D | -3.3% | -46.0% | +42.6% | +7.6% |
| 3M | +21.2% | -61.7% | +82.9% | +41.8% |
| 6M | +30.6% | -71.9% | +102.5% | +56.1% |
| YTD | +173.3% | +51.6% | +121.7% | +136.6% |
| 1Y | +126.1% | +120.8% | +5.3% | +82.3% |
| 3Y | +393.5% | +464.3% | -70.8% | +197.5% |
| 5Y | +295.8% | +769.2% | -473.5% | +113.2% |
| All | +295.8% | +773.6% | -477.8% | +113.2% |
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