+1,559.3%
ASML vs AAOI
+109.6%
+1,449.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -5.4% | +3.0% | -1.8% |
| 7D | +10.4% | +12.7% | -2.4% | +8.6% |
| 30D | -12.7% | -46.0% | +33.2% | -6.4% |
| 3M | -17.2% | -61.7% | +44.5% | -8.1% |
| 6M | -1.3% | -71.9% | +70.6% | +11.1% |
| YTD | +40.8% | +51.6% | -10.8% | +23.5% |
| 1Y | +45.2% | +120.8% | -75.6% | +20.6% |
| 3Y | +131.8% | +464.3% | -332.5% | +47.5% |
| 5Y | +84.0% | +769.2% | -685.2% | -5.9% |
| All | +1,559.3% | +109.6% | +1,449.7% | +791.6% |
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