+416.0%
AAOI vs AAL
-63.7%
+479.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.2% | +0.8% | +1.6% |
| 7D | -0.2% | -0.9% | +0.8% | +0.1% |
| 30D | -23.7% | -12.9% | -10.8% | -20.0% |
| 3M | -39.0% | -11.2% | -27.8% | -36.7% |
| 6M | -17.0% | +17.8% | -34.9% | -23.1% |
| YTD | +202.2% | -15.1% | +217.4% | +207.3% |
| 1Y | +292.4% | +0.5% | +291.9% | +277.9% |
| 3Y | +804.4% | -7.7% | +812.0% | +778.8% |
| 5Y | +1,318.0% | -31.3% | +1,349.4% | +1,344.6% |
| All | +416.0% | -63.7% | +479.7% | +508.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL 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 AAL 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