+5,771.6%
MU vs AAOI
+1,015.5%
+4,756.1%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +5.7% | -7.3% | -2.6% |
| 7D | +7.2% | +7.9% | -0.7% | +5.8% |
| 30D | +14.0% | -17.8% | +31.7% | +17.3% |
| 3M | +5.4% | -43.3% | +48.7% | +14.0% |
| 6M | +170.3% | +16.7% | +153.6% | +152.0% |
| YTD | +250.7% | +220.0% | +30.7% | +168.0% |
| 1Y | +662.1% | +372.1% | +290.0% | +437.3% |
| 3Y | +1,341.2% | +845.3% | +495.9% | +680.7% |
| 5Y | +1,319.3% | +1,333.8% | -14.5% | +500.6% |
| 10Y | +5,778.3% | +457.2% | +5,321.1% | +2,223.3% |
| All | +5,771.6% | +1,015.5% | +4,756.1% | +2,078.8% |
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