+110.1%
DELL vs AAOI
+52.5%
+57.6%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.9% | -20.9% | +6.0% | -9.9% |
| 7D | -33.4% | -40.8% | +7.4% | -24.5% |
| 30D | -44.7% | -64.0% | +19.3% | -30.9% |
| 3M | -31.4% | -63.5% | +32.1% | -15.4% |
| 6M | +46.9% | -74.0% | +121.0% | +84.1% |
| YTD | +154.4% | +34.5% | +119.9% | +110.8% |
| 1Y | +110.1% | +48.8% | +61.3% | +68.6% |
| All | +110.1% | +52.5% | +57.6% | +68.6% |
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 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