+5,074.9%
DELL vs AAOI
+654.2%
+4,420.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.0% | +10.0% | +11.7% |
| 7D | +8.2% | -0.2% | +8.4% | +8.3% |
| 30D | +17.1% | -23.7% | +40.8% | +20.5% |
| 3M | +45.2% | -39.0% | +84.2% | +52.0% |
| 6M | +286.8% | -17.0% | +303.8% | +278.0% |
| YTD | +354.8% | +202.2% | +152.5% | +276.5% |
| 1Y | +358.3% | +292.4% | +65.9% | +263.1% |
| 3Y | +724.9% | +804.4% | -79.5% | +448.5% |
| 5Y | +1,193.7% | +1,318.0% | -124.3% | +640.6% |
| 10Y | +4,433.8% | +436.7% | +3,997.1% | +2,373.9% |
| All | +5,074.9% | +654.2% | +4,420.7% | +2,582.6% |
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 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