+69.8%
V vs AAOI
+1,288.3%
-1,218.5%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.3% | +4.3% | 0.0% |
| 7D | -3.0% | +2.9% | -5.9% | -3.1% |
| 30D | +1.2% | -23.1% | +24.3% | +1.6% |
| 3M | +13.9% | -41.0% | +54.9% | +14.6% |
| 6M | +17.2% | -14.3% | +31.5% | +16.0% |
| YTD | +5.3% | +196.3% | -191.0% | +0.2% |
| 1Y | +9.5% | +272.6% | -263.1% | +3.0% |
| 3Y | +51.9% | +775.3% | -723.4% | +34.1% |
| All | +69.8% | +1,288.3% | -1,218.5% | +31.5% |
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