+5.7%
AVGO vs AAOI
-7.9%
+13.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.3% | +3.3% | -0.5% |
| 7D | +1.0% | +2.9% | -1.9% | +0.7% |
| 30D | -13.3% | -23.1% | +9.8% | -11.2% |
| 3M | -2.9% | -41.0% | +38.1% | -0.1% |
| 6M | +5.7% | -14.3% | +20.0% | +0.3% |
| All | +5.7% | -7.9% | +13.6% | +0.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling