+91.2%
LLY vs AAOI
+772.2%
-680.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.0% | -2.7% | -0.7% |
| 7D | -2.9% | -0.2% | -2.8% | -2.9% |
| 30D | -8.4% | -23.7% | +15.3% | -7.8% |
| 3M | -3.8% | -39.0% | +35.3% | -2.7% |
| 6M | +11.9% | -17.0% | +29.0% | +10.4% |
| YTD | +4.3% | +202.2% | -197.9% | -4.2% |
| 1Y | +48.5% | +292.4% | -243.9% | +32.9% |
| 3Y | +91.2% | +804.4% | -713.1% | +47.7% |
| All | +91.2% | +772.2% | -680.9% | +47.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling