+47.5%
ASML vs AAOI
+112.7%
-65.2%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.6% | +5.5% | +0.6% |
| 7D | +4.9% | -0.5% | +5.4% | +4.8% |
| 30D | -9.3% | -42.1% | +32.9% | -3.0% |
| 3M | -19.0% | -61.6% | +42.7% | -9.8% |
| 6M | -5.2% | -77.6% | +72.4% | +8.3% |
| YTD | +40.6% | +43.1% | -2.5% | +37.1% |
| 1Y | +47.5% | +138.6% | -91.1% | +29.4% |
| All | +47.5% | +112.7% | -65.2% | +29.4% |
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