+11,589.1%
AVGO vs AAOI
+979.3%
+10,609.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.2% | +2.1% | -0.7% |
| 7D | -0.8% | +4.7% | -5.4% | -1.4% |
| 30D | -13.7% | -18.7% | +5.0% | -11.9% |
| 3M | -6.9% | -33.7% | +26.8% | -4.1% |
| 6M | +5.8% | -2.4% | +8.2% | -0.5% |
| YTD | +5.7% | +209.6% | -203.9% | -18.3% |
| 1Y | +9.0% | +355.0% | -346.0% | -21.7% |
| 3Y | +340.5% | +814.7% | -474.1% | +152.5% |
| 5Y | +711.1% | +1,298.1% | -587.0% | +280.7% |
| 10Y | +2,856.4% | +449.8% | +2,406.6% | +1,199.4% |
| All | +11,589.1% | +979.3% | +10,609.8% | +4,322.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling