+1,337.5%
STX vs AAOI
+755.0%
+582.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.3% | +1.6% | -2.0% |
| 7D | +8.0% | +2.9% | +5.1% | +7.6% |
| 30D | +5.1% | -23.1% | +28.2% | +9.1% |
| 3M | +5.8% | -41.0% | +46.8% | +12.3% |
| 6M | +124.9% | -14.3% | +139.2% | +122.8% |
| YTD | +213.9% | +196.3% | +17.6% | +161.4% |
| 1Y | +350.4% | +272.6% | +77.8% | +258.6% |
| All | +1,337.5% | +755.0% | +582.5% | +831.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling