+5,731.6%
MU vs AAOI
+445.6%
+5,286.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.0% | -2.2% | -0.5% |
| 7D | -4.1% | -0.2% | -3.9% | -4.1% |
| 30D | +7.0% | -23.7% | +30.7% | +11.4% |
| 3M | -2.1% | -39.0% | +37.0% | +5.0% |
| 6M | +133.1% | -17.0% | +150.1% | +130.0% |
| YTD | +241.9% | +202.2% | +39.7% | +167.1% |
| 1Y | +548.8% | +292.4% | +256.3% | +378.9% |
| 3Y | +1,308.2% | +804.4% | +503.8% | +699.7% |
| 5Y | +1,260.7% | +1,318.0% | -57.3% | +513.6% |
| All | +5,731.6% | +445.6% | +5,286.0% | +2,635.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling