+681.4%
NFLX vs AAOI
+445.6%
+235.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.0% | -0.2% | +1.7% |
| 7D | -1.1% | -0.2% | -0.9% | -1.1% |
| 30D | +4.3% | -23.7% | +28.0% | +6.0% |
| 3M | -4.8% | -39.0% | +34.3% | -2.7% |
| 6M | -18.4% | -17.0% | -1.4% | -21.3% |
| YTD | -17.4% | +202.2% | -219.7% | -30.8% |
| 1Y | -35.7% | +292.4% | -328.1% | -48.5% |
| 3Y | +73.8% | +804.4% | -730.6% | +12.0% |
| 5Y | +29.3% | +1,318.0% | -1,288.8% | -31.8% |
| All | +681.4% | +445.6% | +235.8% | +338.3% |
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