+75.5%
ASML vs AAOI
+749.7%
-674.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +6.9% | -1.9% | +4.2% |
| 7D | -9.0% | -27.4% | +18.4% | -5.7% |
| 30D | -21.0% | -59.1% | +38.1% | -13.0% |
| 3M | -16.3% | -59.6% | +43.3% | -8.3% |
| 6M | -7.5% | -71.9% | +64.4% | +2.8% |
| YTD | +34.0% | +43.8% | -9.8% | +20.9% |
| 1Y | +39.3% | +72.3% | -33.0% | +22.0% |
| 3Y | +128.9% | +417.3% | -288.5% | +58.0% |
| All | +75.5% | +749.7% | -674.2% | +5.6% |
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 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