+6.7%
AMZN vs AAOI
+91.2%
-84.5%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -7.3% | +13.5% | +6.4% |
| 7D | +4.5% | -27.9% | +32.4% | +5.7% |
| 30D | +5.8% | -51.2% | +57.1% | +8.3% |
| 3M | -4.1% | -55.0% | +50.9% | -1.9% |
| 6M | -2.2% | -65.7% | +63.5% | -0.1% |
| YTD | +15.3% | +70.0% | -54.8% | +11.0% |
| 1Y | +6.7% | +100.9% | -94.2% | -0.2% |
| All | +6.7% | +91.2% | -84.5% | -0.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling