+1,048.0%
STX vs AAOI
+1,316.1%
-268.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -2.6% |
| 3M | -4.3% | -39.0% | +34.7% | 0.0% |
| 6M | +115.6% | -17.0% | +132.7% | +114.7% |
| YTD | +202.2% | +202.2% | 0.0% | +161.8% |
| 1Y | +325.3% | +292.4% | +32.9% | +255.4% |
| 3Y | +1,283.9% | +804.4% | +479.5% | +906.6% |
| All | +1,048.0% | +1,316.1% | -268.1% | +578.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling