+3,343.4%
STX vs AAOI
+445.6%
+2,897.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.0% | -5.7% | -4.0% |
| 7D | -2.3% | -0.2% | -2.1% | -2.2% |
| 30D | -5.5% | -23.7% | +18.2% | -2.4% |
| 3M | -4.3% | -39.0% | +34.7% | +0.4% |
| 6M | +115.6% | -17.0% | +132.7% | +114.1% |
| YTD | +202.2% | +202.2% | 0.0% | +155.7% |
| 1Y | +325.3% | +292.4% | +32.9% | +244.8% |
| 3Y | +1,283.9% | +804.4% | +479.5% | +820.9% |
| 5Y | +1,048.3% | +1,318.0% | -269.7% | +542.6% |
| All | +3,343.4% | +445.6% | +2,897.8% | +1,761.3% |
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