+3,476.5%
STX vs AAOI
+979.3%
+2,497.2%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.2% | +1.2% | -1.6% |
| 7D | +9.6% | +4.7% | +4.9% | +9.0% |
| 30D | +10.6% | -18.7% | +29.3% | +13.4% |
| 3M | +4.8% | -33.7% | +38.5% | +9.0% |
| 6M | +137.3% | -2.4% | +139.7% | +131.2% |
| YTD | +222.5% | +209.6% | +12.9% | +169.7% |
| 1Y | +366.2% | +355.0% | +11.2% | +267.4% |
| 3Y | +1,352.9% | +814.7% | +538.2% | +837.8% |
| 5Y | +1,077.4% | +1,298.1% | -220.6% | +533.3% |
| 10Y | +3,621.5% | +449.8% | +3,171.7% | +1,792.2% |
| All | +3,476.5% | +979.3% | +2,497.2% | +1,607.3% |
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 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