+103.2%
INTC vs AAOI
+1,316.1%
-1,212.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.0% | +0.6% | +2.3% |
| 7D | +7.5% | -0.2% | +7.6% | +7.5% |
| 30D | +2.0% | -23.7% | +25.7% | +5.3% |
| 3M | -12.0% | -39.0% | +27.0% | -7.4% |
| 6M | +114.5% | -17.0% | +131.6% | +113.4% |
| YTD | +179.0% | +202.2% | -23.3% | +136.9% |
| 1Y | +318.3% | +292.4% | +25.9% | +240.3% |
| 3Y | +171.2% | +804.4% | -633.2% | +80.2% |
| All | +103.2% | +1,316.1% | -1,212.9% | +5.4% |
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