+1,767.1%
ASML vs AAOI
+437.0%
+1,330.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.2% | +1.2% | -1.6% |
| 7D | +2.8% | +4.7% | -1.8% | +2.3% |
| 30D | -0.2% | -18.7% | +18.5% | +1.8% |
| 3M | -2.6% | -33.7% | +31.1% | +0.4% |
| 6M | +27.9% | -2.4% | +30.3% | +22.4% |
| YTD | +62.4% | +209.6% | -147.2% | +31.8% |
| 1Y | +116.2% | +355.0% | -238.8% | +63.9% |
| 3Y | +182.4% | +814.7% | -632.3% | +69.2% |
| 5Y | +112.4% | +1,298.1% | -1,185.7% | +2.9% |
| 10Y | +1,767.1% | +449.8% | +1,317.3% | +799.3% |
| All | +1,767.1% | +437.0% | +1,330.1% | +799.3% |
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