+352.5%
AAOI vs ADI
+50.9%
+301.6%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.6% | +3.5% | +2.9% |
| 7D | -0.7% | +0.4% | -1.1% | -1.2% |
| 30D | -17.9% | -3.8% | -14.1% | -11.9% |
| 3M | -48.0% | -15.3% | -32.7% | -33.5% |
| 6M | +5.8% | +6.7% | -0.9% | -0.9% |
| YTD | +202.7% | +34.8% | +168.0% | +98.6% |
| 1Y | +352.5% | +49.0% | +303.5% | +146.5% |
| All | +352.5% | +50.9% | +301.6% | +146.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 1y: compounded portfolio wealth divided by compounded ADI 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…
1y analysis · Full analysis span regression · 6 months rolling