+481.7%
INTC vs AAOI
+932.9%
-451.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.3% | -1.3% | -5.0% |
| 7D | +9.4% | +2.9% | +6.5% | +9.1% |
| 30D | +2.7% | -23.1% | +25.8% | +5.7% |
| 3M | -6.3% | -41.0% | +34.7% | -1.2% |
| 6M | +114.5% | -14.3% | +128.7% | +112.6% |
| YTD | +171.9% | +196.3% | -24.4% | +131.4% |
| 1Y | +305.0% | +272.6% | +32.4% | +231.1% |
| 3Y | +168.3% | +775.3% | -607.0% | +77.6% |
| 5Y | +102.3% | +1,290.2% | -1,187.9% | +14.0% |
| 10Y | +249.4% | +426.2% | -176.8% | +91.2% |
| All | +481.7% | +932.9% | -451.2% | +194.4% |
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 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