-0.8%
MSFT vs AAOI
+352.1%
-353.0%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +5.1% | -7.2% | -2.1% |
| 7D | -2.7% | -0.7% | -2.0% | -2.7% |
| 30D | +2.7% | -17.9% | +20.6% | +3.0% |
| 3M | +17.0% | -48.0% | +64.9% | +17.0% |
| 6M | +23.8% | +5.8% | +18.0% | +21.2% |
| YTD | +4.0% | +202.7% | -198.7% | -2.7% |
| 1Y | -0.8% | +352.5% | -353.3% | -9.9% |
| All | -0.8% | +352.1% | -353.0% | -9.9% |
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